Purposebuilt Brands 401(k) Plan
Sponsored by Panamera Acquisition Holdings, Inc. D/B/A Purposebuilt Brands, Inc. · EIN 833526627 · Plan #001
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 484
- With balances
- 464
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $41,993 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,520 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,096 |