Parkway Corporation Retirement Plan
Sponsored by Parkway Corporation · EIN 231394584 · Plan #002
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 269
- With balances
- 340
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $73,186 |
| M Holdings Securities | Investment advisory (plan), Direct payment from the plan | $39,629 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |