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Original filing (PDF)20251217145557NAL0003932753001
PARAMETRIX, INC.
Form 5500
FILING_RECEIVED
PARAMETRIX, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.0 mo100% in single holding
Active participants
878
Accounts w/ balance
1,124
Plan assets (EOY)
$123.7M
Net assets (EOY)
$123.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
96
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- Top holding "GALLIARD STABLE RETURN FUND CORE" is 100% of plan.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAMETRIX, INC..
Plan sponsor
Name
PARAMETRIX, INC.
EIN
91-0914810
Address
1019 39TH AVE SE, SUITE 100 · PUYALLUP, WA · 98374
Phone
(253) 501-5155
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS. INC. | 04-2654524 | — | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE PLAN BY ASCENSUS | 82-3719843 | — | PLAN ADMIN. | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | ACCOUNTANT / AUDITOR | $16K | — |
Investments
1 direct security · 1 pooled fund· $7.0M(6% 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
$3.5M
1 holding
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CORE | — | — | $4.0M | $3.5M | 2.8% | |
| WELLS FARGO STABLE FUND C WELLS FARGO STABLE RETURN FUND · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.8% |