Parrish & Company 401(k) Plan
Sponsored by Parrish & Company, Inc. · EIN 741730530 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 128
- With balances
- 156
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 |
|---|---|---|
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sanctuary Advisors, Llc | Investment advisory (participants) | $6,304 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $2,567 |
| Wilshire Associates Inc(usa) | Investment advisory (participants) | $1,548 |
| Two West Capital Advisors Llc | Investment advisory (participants) | $1,113 |