Back to filter
Original filing (PDF)20250919050635NAL0003022402001
PARRISH SECURITY GROUP
Form 5500
FILING_RECEIVED
PARRISH SECURITY SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
~327 bps in Sched C fees
Active participants
220
Accounts w/ balance
333
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 327 bps in Schedule C fees — 528% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARRISH SECURITY GROUP.
Plan sponsor
Name
PARRISH SECURITY GROUP
EIN
47-1676480
Address
2711 N. HASKELL AVE · SUITE C125 · DALLAS, TX · 75204
Phone
(469) 257-3300
Industry
Admin Support & Waste Mgmtsee 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
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
GWYNN CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GWYNN CPAS LLC | 84-2825804 | — | ACCOUNTANT | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | 02-0580939 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
Investments
25 direct securities · 1 pooled fund· $1.1M(87% 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.
Registered Investment Companies
$1.1M
25 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $184K | 14.6% | |
| JPMORGAN MID CAP GROWTH R6 177 REGISTERED INVESTMENT COMPANY AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $179K | 14.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $124K | 9.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $123K | 9.8% | |
| T ROWE PRICE GLOBAL STOCK I 141 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $103K | 8.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $78K | 6.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $60K | 4.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $52K | 4.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $43K | 3.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $37K | 3.0% | |
| JPM GROWTH ADVANTAGE FUND - R6 184 REGISTERED INVESTMENT COMPANY AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $15K | 1.2% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $13K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $13K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $11K | 0.8% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $10K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $10K | 0.8% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $9K | 0.7% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $9K | 0.7% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $8K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $6K | 0.4% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $3K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | 0.2% | |
| NYLI MACKAY HY CORP BOND R6 242 REGISTERED INVESTMENT COMPANY SCHWAB FMTL US LG CO INDEX | Registered Investment Companies | — | — | $3K | 0.2% | |
| HARTFORD DIVIDEND & GROWTH R6 | Registered Investment Companies | — | — | $2K | 0.2% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $2K | 0.2% | |
| COL SEL MID CAP VALUE I3 172 REGISTERED INVESTMENT COMPANY FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $2K | 0.1% |