How big is Parallel Financial Partners, LLC's plan?

Parallel Financial Partners, LLC's plan reported $2.2M in assets and 13 participants for 2025.

Original filing (PDF)20260218120011NAL0007482032001

Parallel Financial Partners, LLC

Name: Parallel Financial Partners, LLC — Parallel Financia, Form 5500 (2025)
Creator: Parallel Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Parallel Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Parallel Financial Partners, LLC's Parallel Financial Partners, LLC 401(k) Plan held $2.2M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Parallel Financial Partners, LLC's EIN is 46-2141992.

EIN 46-2141992

Plan number 001

Plan year 2025

ACK ID 20260218120011NAL0007482032001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Parallel Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Parallel Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARALLEL FINANCIAL PARTNERS, LLC.

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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