Parr Instrument Company 401(k) Plan
Sponsored by Parr Instrument Company · EIN 361602910 · Plan #002
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 95
- With balances
- 133
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | 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 | $37,438 |
| Wellth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $7,494 |
| Lpl Financial Llc | Other services, Other commissions, Other fees | $0 |