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Original filing (PDF)20250731144510NAL0003158963001
PARAMETRIX, INC.
Form 5500
FILING_RECEIVED
PARAMETRIX, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
836
Accounts w/ balance
891
Plan assets (EOY)
$159.2M
Net assets (EOY)
$159.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Parametrix, Inc. 504,761 shares of common stock" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 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 AVENUE 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
003
Plan year
2024
Plan year begin
2024-01-04
Tax period
2025-01-03
Filed
2025-07-31
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3D · Pre-approved plan (master / prototype / VS)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 82-3719843 | — | PLAN ADMINISTRATOR | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | ACCOUNTANT | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRARIE CAPITAL ADVISORS | 36-4072641 | — | VALUATION SERVICES | $33K | — |
Investments
2 direct securities· $159.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Parametrix, Inc. 504,761 shares of common stock | — | — | $49.9M | $158.4M | 99.5% | |
| Washington Trust Premium Commercial Market Fund | — | — | $778K | $778K | 0.5% |