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Original filing (PDF)20251007090633NAL0004539617001
PARRISH ENTERPRISES, LTD.
Form 5500
FILING_RECEIVED
PT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
285
Accounts w/ balance
295
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARRISH ENTERPRISES, LTD..
Plan sponsor
Name
PARRISH ENTERPRISES, LTD.
EIN
73-1111439
Address
PO BOX 3909 · ENID, OK · 737023909
Phone
(580) 237-4033
Industry
Manufacturingsee 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
2025-10-07
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WILSEY MEYER EATMON TATE PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $90K | — |
Investments
37 direct securities · 1 pooled fund· $19.0M(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
$18.3M
37 holdings
Common Collective Trust
$657K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | — | — | — | $2.0M | 10.5% | |
| Vanguard 500 Index Fund Mutual Fund N/A | — | — | — | $1.8M | 9.2% | |
| American Washington Mutual Investors Fund Mutual Fund N/A | — | — | — | $1.6M | 8.2% | |
| JPMorgan Core Plus Bond Fund Mutual Fund N/A | — | — | — | $1.5M | 7.7% | |
| Primecap Odyssey Aggressive Growth Fund Mutual Fund N/A | — | — | — | $1.2M | 6.5% | |
| AB Large Cap Growth Fund Class Z Mutual Fund N/A | — | — | — | $1.1M | 5.9% | |
| Allspring Spercial Mid Cap Value Fund Mutual Fund N/A | — | — | — | $1.1M | 5.7% | |
| American Century Investments Small Cap Value Fund Mutual Fund N/A | — | — | — | $1000K | 5.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | — | — | — | $901K | 4.7% | |
| Janus Henderson Venture Fund Class Mutual Fund N/A | — | — | — | $805K | 4.2% | |
| MFS Blended Research International Equity Fund Class R6 Mutual Fund N/A | — | — | — | $743K | 3.9% | |
| STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $657K | 3.5% | |
| Maturing 2025-2029 Participant Loans with interest rates * Notes receivable from participants at 3.25%-8.5% | — | — | — | $588K | 3.1% | |
| Guggenheim Macro Opportunities Fund Mutual Fund N/A | — | — | — | $453K | 2.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund N/A | — | — | — | $360K | 1.9% | |
| MFS Investment Management Total Return Fund Mutual Fund N/A | — | — | — | $347K | 1.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | — | — | — | $319K | 1.7% | |
| JPMorgan Short Duration Core Plus Fund Mutual Fund N/A | — | — | — | $317K | 1.7% | |
| Vanguard Value Index Fund Mutual Fund N/A | — | — | — | $255K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | — | — | — | $212K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | — | — | — | $202K | 1.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | — | — | — | $200K | 1.1% | |
| Fidelity International Index Fund Mutual Fund N/A | — | — | — | $169K | 0.9% | |
| MFS Investment Management International Diversification Fund Mutual Fund N/A | — | — | — | $168K | 0.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | — | — | — | $146K | 0.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $145K | 0.8% | |
| Vanguard Growth Index Fund Mutual Fund N/A | — | — | — | $130K | 0.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | — | — | — | $113K | 0.6% | |
| GQG Partners Emerging Markets Equity Fund Mutual Fund N/A | — | — | — | $90K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund N/A | — | — | — | $87K | 0.5% | |
| T. Rowe Price International Discovery Fund Mutual Fund N/A | — | — | — | $85K | 0.4% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund Mutual Fund N/A | — | — | — | $66K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund N/A | — | — | — | $60K | 0.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $53K | 0.3% | |
| American Century Investments Inflation Adjusted Bond Fund Mutual Fund N/A | — | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund N/A | — | — | — | $29K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Federated Hermes Govt Obl IS Fund Money Market Fund N/A | — | — | — | $3K | <0.1% |
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