Original filing (PDF)20250228122215NAL0000607235001

THE PARKER FIRM, PC

Name: THE PARKER FIRM, PC — THE PARKER FIRM, PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE PARKER FIRM, PC

Form 5500-SF

FILING_RECEIVED

THE PARKER FIRM, PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PARKER FIRM, PC.

Plan sponsor

Name

THE PARKER FIRM, PC

EIN

20-4515332

Address

6115 NEW COPELAND RD, STE 320 · TYLER, TX · 75703

Phone

(903) 595-4541

Industry

Law Offices· 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

2025-02-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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