Purple Strategies 401(k) Retirement Plan
Sponsored by Purple Strategies, Llc · EIN 264383277 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 125
- With balances
- 239
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lion Street Advisors Llc | Investment advisory (plan), Direct payment from the plan | $35,056 |
| Hub International Advisors | Investment advisory (plan), Direct payment from the plan | $17,280 |
| Sentinel Benefits Group, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $5,030 |