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Original filing (PDF)20251009111354NAL0006498145001
PARKSIDE, INC.
Form 5500
FILING_RECEIVED
PARKSIDE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
361
Accounts w/ balance
324
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index -" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARKSIDE, INC..
Plan sponsor
Name
PARKSIDE, INC.
EIN
73-1280067
Address
1620 EAST 12TH STREET · TULSA, OK · 74120
Phone
(918) 582-2131
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CONKLIN, GILPIN, & WERTZ, P.L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA | 73-1577418 | — | TRUSTEE | $47K | — |
Investments
34 direct securities · 1 pooled fund· $7.7M(98% 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
$7.6M
34 holdings
Common Collective Trust
$63K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | — | — | — | $3.2M | 41.1% | |
| Goldman Sachs FIN Square - 1 Mutual Funds Fidelity Contrafund - | — | — | — | $734K | 9.3% | |
| T. Row e Price Mid Cap Grow th I - | — | — | — | $422K | 5.4% | |
| Vanguard Small Cap Index Admiral - | — | — | — | $336K | 4.3% | |
| Vanguard Developed Markets Index Admiral - | — | — | — | $255K | 3.2% | |
| Dodge & Cox Income Fund - | — | — | — | $237K | 3.0% | |
| Vanguard Inter-Term Income - | — | — | — | $236K | 3.0% | |
| PIMCO Investment Grade Credit Bond - | — | — | — | $235K | 3.0% | |
| Vanguard Total Bond Market Index Adm - | — | — | — | $213K | 2.7% | |
| Dodge & Cox International Stock - | — | — | — | $157K | 2.0% | |
| Vanguard International Grow th Adm - | — | — | — | $143K | 1.8% | |
| Cash, interest-bearing Goldman Sachs Money Market Fund - | — | — | — | $128K | 1.6% | |
| Vanguard Mid Cap Index Institutional - | — | — | — | $127K | 1.6% | |
| PIMCO Total Return - | — | — | — | $127K | 1.6% | |
| Vanguard Short-Term Invest Grade - | — | — | — | $116K | 1.5% | |
| Thornburg Limited-Term Income - | — | — | — | $115K | 1.5% | |
| Fidelity Large Cap Grow th Index Ins PR - | — | — | — | $80K | 1.0% | |
| Vanguard S/T Inflat-Prot SEC Index - | — | — | — | $78K | 1.0% | |
| Vanguard Value Index Admiral - | — | — | — | $74K | 0.9% | |
| Vanguard Total Bond Market Index Adm - | — | — | — | $74K | 0.9% | |
| Vanguard Total International Bond Index Admiral - | — | — | — | $70K | 0.9% | |
| PIMCO High Yield Institutional - | — | — | — | $67K | 0.9% | |
| Vanguard Tax-Managed Small Cap Admiral - | — | — | — | $67K | 0.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $63K | 0.8% | |
| Vanguard Small Cap Index Institutional - | — | — | — | $58K | 0.7% | |
| John Hancock Discipl Mid Cap Value - | — | — | — | $49K | 0.6% | |
| Vanguard Emerging Markets Stock Index Admiral - | — | — | — | $46K | 0.6% | |
| Delaw are Emerging Markets - | — | — | — | $43K | 0.5% | |
| Invesco Premier Portfolio - | — | — | — | $35K | 0.4% | |
| American Beacon Small Cap Value Inst - | — | — | — | $19K | 0.2% | |
| Franklin Small Cap Grow th - | — | — | — | $18K | 0.2% | |
| Cohen & Steers Realty Shares - | — | — | — | $17K | 0.2% | |
| Dodge & Cox Balanced - | — | — | — | $15K | 0.2% | |
| Vanguard Windsor II Admiral - | — | — | — | $4K | <0.1% | |
| T. Row e Price Dividend Grow th I - | — | — | — | $1K | <0.1% |
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