Parker Plastics, Inc. 401(k) Profit Sharing Plan
Sponsored by Parker Plastics, Inc. · EIN 731324371 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 274
- With balances
- 314
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Embree Financial Group CRD 108233 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Barlett & Co Wealth Management | Investment advisory (plan), Investment management fees (direct), Securities brokerage commissions | $53,173 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $40,966 |
| Embree Financial Group | Investment advisory (plan), Direct payment from the plan | $28,141 |