· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PARKER & RIGGS LLP — PARKER & RIGGS LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627114540NAL0009375025001
PARKER & RIGGS LLP
Form 5500-SF
FILING_RECEIVED
PARKER & RIGGS LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PARKER & RIGGS LLP
.
Find decision makers
Plan sponsor
Name
PARKER & RIGGS LLP
EIN
33-0747561
Address
110 WEST A STREET, SUITE 615 · SAN DIEGO, CA · 92101
Phone
(619) 233-8292
Industry
Law Offices
· Professional & Technical Services
see 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
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
COLLIER LAW GROUP LLC
COLLIER PALMBLAD LAW GROUP 401K PROFIT SHARING PLAN
$2.2M · 13 participants
MCPHERSON LAW OFFICES
MCPHERSON LAW OFFICES 401(K) PROFIT SHARING PLAN
$2.2M · 3 participants
SALVATORI LAW OFFICE
SALVATORI LAW OFFICE 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 10 participants
MAKAREM & ASSOCIATES, APLC
MAKAREM & ASSOCIATES, APLC 401(K) PROFIT SHARING PLAN
$2.2M · 13 participants
PATER, PATER & HALVERSON CO., L.P.A.
PATER, PATER & HALVERSON CO., L.P.A. PROFIT SHARING RETIREMENT PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 4 participants
JEFFERY H. KAPLAN, P.C.
JEFFERY H. KAPLAN, P.C. RETIREMENT PLAN
$2.2M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
