· 2022–2024 · DOL EFAST2

Hillis Parker & Associates — Hillis Parker &, Form 5500 (2023)

Original filing (PDF)20241003112408NAL0004827955001

Hillis Parker & Associates

Form 5500-SF

FILING_RECEIVED

Hillis Parker & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Hillis Parker & Associates' Hillis Parker & Associates 401(k) Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HILLIS PARKER & ASSOCIATES.

Plan sponsor

Name

HILLIS PARKER & ASSOCIATES

EIN

Address

14 ROAD 3778 · FARMINGTON, NM · 87401

Phone

(505) 944-9430

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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