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Original filing (PDF)20251014180514NAL0001736979001
PARAMETRIC SOLUTIONS INC.
Form 5500
FILING_RECEIVED
PARAMETRIC SOLUTIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
136
Accounts w/ balance
266
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAMETRIC SOLUTIONS INC..
Plan sponsor
Name
PARAMETRIC SOLUTIONS INC.
EIN
25-1705516
Address
831 JUPITER PARK DRIVE · JUPITER, FL · 33458
Phone
(561) 747-6107
Industry
Engineering 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SOLES & COMPANY P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXPAND FINANCIAL | 27-1124147 | — | ADVISOR | $25K | — |
Investments
42 direct securities · 1 pooled fund· $27.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$26.8M
42 holdings
Common Collective Trust
$136K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT DATE 2030 R6 Registered Investment Company | — | — | — | $3.8M | 13.9% | |
| FID GROWTH DISC Registered Investment Company | — | — | — | $3.3M | 12.0% | |
| FID MULTI ASSET IDX Registered Investment Company | — | — | — | $1.9M | 7.0% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $1.6M | 6.0% | |
| AF TRGT DATE 2060 R6 Registered Investment Company | — | — | — | $1.6M | 5.8% | |
| AF TRGT DATE 2040 R6 Registered Investment Company | — | — | — | $1.3M | 4.9% | |
| AF TRGT DATE 2035 R6 Registered Investment Company | — | — | — | $1.3M | 4.7% | |
| AF TRGT DATE 2025 R6 Registered Investment Company | — | — | — | $1.2M | 4.5% | |
| AF TRGT DATE 2045 R6 Registered Investment Company | — | — | — | $1.1M | 3.9% | |
| AF TRGT DATE 2055 R6 Registered Investment Company | — | — | — | $863K | 3.2% | |
| INVS EQUITY & INC R6 Registered Investment Company | — | — | — | $781K | 2.9% | |
| FID SEL SOFTWARE Registered Investment Company | — | — | — | $674K | 2.5% | |
| FID SEL MED TECH&DV Registered Investment Company | — | — | — | $642K | 2.3% | |
| COL SM CAP INDEX I2 Registered Investment Company | — | — | — | $624K | 2.3% | |
| AF TRGT DATE 2050 R6 Registered Investment Company | — | — | — | $587K | 2.1% | |
| INVS EQLWT S&P500 R6 Registered Investment Company | — | — | — | $525K | 1.9% | |
| HTFD BALANCED INC Y Registered Investment Company | — | — | — | $473K | 1.7% | |
| AF NEW WORLD R6 Registered Investment Company | — | — | — | $430K | 1.6% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $414K | 1.5% | |
| CRLN E MID CAP GR R6 Registered Investment Company | — | — | — | $377K | 1.4% | |
| PIMCO INCOME INST Registered Investment Company | — | — | — | $365K | 1.3% | |
| INVS CORE PLUS BD R6 Registered Investment Company | — | — | — | $356K | 1.3% | |
| PIM RAE PLUS SM I Registered Investment Company | — | — | — | $278K | 1.0% | |
| AF TRGT DATE 2020 R6 Registered Investment Company | — | — | — | $256K | 0.9% | |
| VANG UTIL IDX ADM Registered Investment Company | — | — | — | $246K | 0.9% | |
| COL SEL LG CP VAL I2 Registered Investment Company | — | — | — | $238K | 0.9% | |
| CRLN S MID CAP I Registered Investment Company | — | — | — | $222K | 0.8% | |
| VANGUARD ENERGY ADM Registered Investment Company | — | — | — | $217K | 0.8% | |
| Participants loans Interest rates is 5.25 - 10.50% - | — | — | — | $169K | 0.6% | |
| TRP QM US SM-CP GR Registered Investment Company | — | — | — | $167K | 0.6% | |
| AQR LGCPDEF STYLE R6 Registered Investment Company | — | — | — | $167K | 0.6% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $136K | 0.5% | |
| AB BOND INFLATION AD Registered Investment Company | — | — | — | $116K | 0.4% | |
| VANG FINL INDEX ADM Registered Investment Company | — | — | — | $112K | 0.4% | |
| LS GLOBAL ALLOC Y Registered Investment Company | — | — | — | $101K | 0.4% | |
| GS INTL EQ INS R6 Registered Investment Company | — | — | — | $89K | 0.3% | |
| MM HIGH YIELD I Registered Investment Company | — | — | — | $87K | 0.3% | |
| PIM INTL BD US$H I Registered Investment Company | — | — | — | $61K | 0.2% | |
| VRTS NFJ MC VAL IS Registered Investment Company | — | — | — | $38K | 0.1% | |
| AF TRGT DATE 2010 R6 Registered Investment Company | — | — | — | $19K | <0.1% | |
| C&S REAL ESTATE Z Registered Investment Company | — | — | — | $12K | <0.1% | |
| FID GOVT MMKT Money Market | — | — | — | $6K | <0.1% | |
| FID SEL CHEMICALS Registered Investment Company | — | — | — | $4K | <0.1% |
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