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Original filing (PDF)20250922174112NAL0012973346001
PARALLEL ADVISORS LLC
Form 5500-SF
FILING_RECEIVED
PARALLEL ADVISORS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
123
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARALLEL ADVISORS LLC.
Plan sponsor
Name
PARALLEL ADVISORS LLC
EIN
20-4420591
Address
150 SPEAR STREET, SUITE 1600 · SAN FRANCISCO, CA · 94105
Phone
(415) 728-9198
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.