· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PARKS & RATLIFF PC — PARKS & RATLIFF PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250813162754NAL0004975059001
PARKS & RATLIFF PC
Form 5500-SF
FILING_RECEIVED
PARKS & RATLIFF PC 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
17
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PARKS & RATLIFF PC
.
Find decision makers
Plan sponsor
Name
PARKS & RATLIFF PC
EIN
90-0722757
Address
620 MAIN STREET · KLAMATH FALLS, OR · 976016008
Phone
(541) 882-6331
Industry
Law Offices
· Professional & Technical Services
see 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
2025-08-13
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
RON MEYERS & ASSOCIATES PLLC
RON MEYERS & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN AND TRUST
$2.0M · 8 participants
CICERO, FRANCE & ALEXANDER, P.C.
CICERO, FRANCE & ALEXANDER, P.C. 401(K) PROFIT SHARING PLAN
$2.0M · 7 participants
THE LAW OFFICES OF DEON R. STEIN
THE LAW OFFICES OF DEON R. STEIN 401(K) PROFIT SHARING PLAN
$2.0M · 3 participants
TILLEM, MCNICHOL AND BROWN
TILLEM, MCNICHOL & BROWN 401(K) PLAN
$2.0M · 4 participants
GLENN ROBINSON CATHEY SKAFF & WHITE, PLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GLENN ROBINSON CATHEY SKAFF & WHITE PLC 401(K) PLAN
$2.0M · 12 participants
HOWLAND, HESS, GUINAN, TORPEY, CASSIDY, O'CONNELL & BIRNBAUM LLP
HOWLAND, HESS, GUINAN, TORPEY, CASSIDY, O'CONNELL & BIRNBAUM LLP 401(K) PROFIT SHARING PLAN
$2.0M · 9 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
