Original filing (PDF)20241016062937NAL0060822050001

JOEL PARKER INC. T/A PARKER AGENCY

Name: JOEL PARKER INC. T/A PARKER AGENCY — PARKER AGENCY 401(K) PLAN, Form 5500 (2023)
Creator: JOEL PARKER INC. T/A PARKER AGENCY

Form 5500-SF

FILING_RECEIVED

PARKER AGENCY 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL PARKER INC. T/A PARKER AGENCY.

Plan sponsor

Name

JOEL PARKER INC. T/A PARKER AGENCY

EIN

22-1839383all filings

Address

7 SOUTH STREET · MANASQUAN, NJ · 08736

Phone

(732) 223-0345

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator