How big is Parks Wealth Management's plan?

Parks Wealth Management's plan reported $2.8M in assets and 10 participants for 2025.

Original filing (PDF)20260427145815NAL0004911091001

Parks Wealth Management

Name: Parks Wealth Management — Parks Wealth Management, Form 5500 (2025)
Creator: Parks Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Parks Wealth Management 401(k) Plan

401(k) retirement plan · Parks Wealth Management's Parks Wealth Management 401(k) Plan held $2.8M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

James Parks signed Parks Wealth Management's 2025 Form 5500 as plan administrator.

James Parks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Parks Wealth Management's EIN is 84-3196305.

EIN 84-3196305

Plan number 001

Plan year 2025

ACK ID 20260427145815NAL0004911091001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Parks Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Parks Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARKS WEALTH MANAGEMENT.

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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

Knocking points off