Purvis 401(k) Plan
Sponsored by Purvis Industries, Llc · EIN 752905412 · Plan #001
- Total assets
- $55.5M
- Net assets
- $55.5M
- Active participants
- 1,020
- With balances
- 1,066
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $80,513 |
| Wells Fargo Advisors | Investment advisory (plan) | $26,250 |