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Original filing (PDF)20250919093613NAL0005119954001
PARIVEDA SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
PARIVEDA SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
535
Accounts w/ balance
958
Plan assets (EOY)
$135.5M
Net assets (EOY)
$135.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
84
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual fund -" is 32% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARIVEDA SOLUTIONS, INC..
Plan sponsor
Name
PARIVEDA SOLUTIONS, INC.
EIN
20-8005164
Address
2323 MCKINNEY AVE STE 1400 · DALLAS, TX · 75204
Phone
(214) 777-4600
Industry
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
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$39K | — |
Investments
26 direct securities· $135.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund - | — | — | — | $43.4M | 32.0% | |
| Fidelity Mid Cap Index Fund Mutual fund - | — | — | — | $15.9M | 11.7% | |
| Fidelity Small Cap Index Fund Mutual fund - | — | — | — | $12.5M | 9.2% | |
| Fidelity International Index Fund Mutual fund - | — | — | — | $11.5M | 8.5% | |
| Fidelity Brokeragelink accounts Brokerage account - | — | — | — | $7.6M | 5.6% | |
| Fidelity Real Estate Index Fund Mutual fund - | — | — | — | $6.8M | 5.0% | |
| Fidelity Emerging Markets Index Fund Mutual fund - | — | — | — | $6.2M | 4.6% | |
| Fidelity U.S. Bond Index Fund Mutual fund - | — | — | — | $6.2M | 4.6% | |
| Fidelity International Small Cap Mutual fund - | — | — | — | $4.8M | 3.6% | |
| DFA Commodity Strategy Portfolio Mutual fund - | — | — | — | $2.7M | 2.0% | |
| Fidelity Freedom Index 2065 Fd Inst Prm Cl Mutual fund - | — | — | — | $2.3M | 1.7% | |
| Fidelity Freedom Index 2060 Fd Inst Prm Cl Mutual fund - | — | — | — | $2.3M | 1.7% | |
| Fidelity Freedom Index 2040 Fd Inst Prm Cl Mutual fund - | — | — | — | $2.2M | 1.6% | |
| Fidelity Freedom Index 2055 Fd Inst Prm Cl Mutual fund - | — | — | — | $1.8M | 1.3% | |
| Fidelity Freedom Index 2050 Fd Inst Prm Cl Mutual fund - | — | — | — | $1.5M | 1.1% | |
| Fidelity Freedom Index 2045 Fd Inst Prm Cl Mutual fund - | — | — | — | $1.5M | 1.1% | |
| Fidelity Freedom Index 2030 Fd Inst Prm Cl Mutual fund - | — | — | — | $1.5M | 1.1% | |
| Vanguard Total International Bond Ind Fd Mutual fund - | — | — | — | $1.4M | 1.0% | |
| Vanguard Federal Money Market Fund Money market fund - | — | — | — | $1.1M | 0.8% | |
| Fidelity Freedom Index 2035 Fd Inst Prm Cl Mutual fund - | — | — | — | $878K | 0.6% | |
| Vanguard Intermediate-Term Treas Ind Fd Mutual fund - | — | — | — | $778K | 0.6% | |
| Fidelity Freedom Index 2020 Fd Inst Prm Cl Mutual fund - | — | — | — | $30K | <0.1% | |
| Fidelity Freedom Index Inc Fd Inst Prm Cl Mutual fund - | — | — | — | $15K | <0.1% | |
| Fidelity Freedom Index 2025 Fd Inst Prm Cl Mutual fund - | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2010 Fd Inst Prm Cl Mutual fund - | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2015 Fd Inst Prm Cl Mutual fund - | — | — | — | $2K | <0.1% |
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