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Original filing (PDF)20251015080833NAL0004310609001
GREGORY M. PARKER, INC.
Form 5500
FILING_RECEIVED
GREGORY M. PARKER, INC. 401K PLAN
401(k) retirement plan
Signals · 1
~93 bps in Sched C fees
Active participants
810
Accounts w/ balance
261
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 93 bps in Schedule C fees — 79% above peer band of 52 bps.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGORY M. PARKER, INC..
Plan sponsor
Name
GREGORY M. PARKER, INC.
EIN
58-1808864
Address
17 W MCDONOUGH STREET · SAVANNAH, GA · 31401
Phone
(912) 231-1001
Industry
Retail Tradesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
BAKER TILLY, US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FIDUCIARY GROUP | 47-3210786 | — | INVESTMENT ADVISOR | $23K | — |
Investments
38 direct securities · 2 pooled funds· $5.8M(100% 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
$5.4M
38 holdings
Common Collective Trust
$374K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $914K | 15.8% | |
| BlackRock iShares US Aggregate Bond Index K | — | — | — | $461K | 8.0% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $349K | 6.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $334K | 5.8% | |
| LARGE CAP GROWTH FUND II GREAT GRAY TRUST · EIN 38-7289848 / PN 001 | Common Collective Trust | — | — | $312K | 5.4% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $300K | 5.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $285K | 4.9% | |
| Vanguard Equity Inc Fd Admiral Shs | — | — | — | $264K | 4.6% | |
| JPMorgan Core Plus Bond R6 | — | — | — | $254K | 4.4% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $228K | 3.9% | |
| Lord Abbett Lord Abbett Ultra Short Bond R6 ** 3 MFS International Equity R6 | — | — | — | $169K | 2.9% | |
| Vanguard Developed Mkts Index Adm | — | — | — | $159K | 2.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $158K | 2.7% | |
| Weitz Short Intermediate Income Fund | — | — | — | $134K | 2.3% | |
| Vanguard Wellesley Income Admiral Sh | — | — | — | $128K | 2.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $122K | 2.1% | |
| BlackRock Strategic Global Bond K | — | — | — | $102K | 1.8% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $99K | 1.7% | |
| T Rowe Price Balanced FD | — | — | — | $98K | 1.7% | |
| Harbor Small Cap Growth Fund Retrement CL | — | — | — | $94K | 1.6% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $90K | 1.6% | |
| Vanguard Total Stock Mkt Index Admiral | — | — | — | $79K | 1.4% | |
| Fidelity Short Term BD Index | — | — | — | $78K | 1.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $71K | 1.2% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY TRUST · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $63K | 1.1% | |
| Vanguard Emerging Mkts Index Stk Adm | — | — | — | $56K | 1.0% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $55K | 1.0% | |
| Franklin Templeton Franklin Small Cap Valued CL R6 | — | — | — | $51K | 0.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $50K | 0.9% | |
| Driehaus Emerging Markets Growth Institutional Class | — | — | — | $50K | 0.9% | |
| PIMCO Commodities Plus Strat FD Inst | — | — | — | $40K | 0.7% | |
| Cohen and Steers Real Estate Secs Z | — | — | — | $37K | 0.6% | |
| Fidelity Inflation Protected BD IDX | — | — | — | $28K | 0.5% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $21K | 0.4% | |
| T Rowe Spectrum Moderate Growth Allocation I | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement Incm Inv | — | — | — | $13K | 0.2% | |
| Vanguard Small Cap | — | — | — | $12K | 0.2% | |
| Registered investment companies Akre Focus Istl | — | — | — | $9K | 0.1% | |
| Cash, non-interest bearing * Cash Charles Schwab Trust Bank ** 21 Interest-bearing cash * Charles Schwab Retirement Govt Money FD | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $1K | <0.1% |
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