Steven Thomas signed Purvis Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Purvis Systems Inc.'s EIN is 11-2299301.
Download the official 2024 Form 5500 (PDF) for Purvis Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Purvis Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $34K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $6.7M | 23.3% | |
| MY RETIREMENT PATH MODERATE 2035 F GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $5.5M | 19.0% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $2.7M | 9.6% | |
| MY RETIREMENT PATH MODERATE 2045 F GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $2.4M | 8.3% | |
| MY RETIREMENT PATH MODERATE 2055 F GREAT GRAY · EIN 38-4097307 / PN 455 | Common Collective Trust | — | — | $2.3M | 8.0% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $868K | 3.0% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $821K | 2.9% | |
| MY RETIREMENT PATH CONSERV RETIREME GREAT GRAY · EIN 38-4116825 / PN 499 | Common Collective Trust | — | — | $500K | 1.7% | |
| MY RETIREMENT PATH CONSERV 2035 F GREAT GRAY · EIN 38-4116827 / PN 504 | Common Collective Trust | — | — | $498K | 1.7% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $496K | 1.7% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $378K | 1.3% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | — | — | $333K | 1.2% | |
| Fidelity Investments Fidelity Advisor International Growth Z | Mutual Funds | — | — | $325K | 1.1% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $324K | 1.1% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $309K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $277K | 1.0% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $242K | 0.8% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $207K | 0.7% | |
| Prudential Global Investment Management High Yield R6 | Other securities | — | — | $167K | 0.6% | |
| MY RETIREMENT PATH AGGR 2055 F GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $141K | 0.5% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $138K | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $123K | 0.4% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $109K | 0.4% | |
| MY RETIREMENT PATH CONSERV 2045 F GREAT GRAY · EIN 38-4116828 / PN 505 | Common Collective Trust | — | — | $92K | 0.3% | |
| MY RETIREMENT PATH AGGR 2045 F GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $83K | 0.3% | |
| value Fully benefit-responsive investment contract - * Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $63K | 0.2% | |
| MY RETIREMENT PATH AGGR RET F GREAT GRAY · EIN 38-4097341 / PN 489 | Common Collective Trust | — | — | $48K | 0.2% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $48K | 0.2% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $35K | 0.1% | |
| MY RETIREMENT PATH AGGR 2035 F GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $5K | <0.1% | |
| MY RETIREMENT PATH CONSERV 2055 F GREAT GRAY · EIN 38-4116829 / PN 506 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Advisor Focused Emerging Markets Z | Mutual Funds | — | — | $1K | <0.1% | |
| MY RETIREMENT PATH CONSERV 2025 F GREAT GRAY · EIN 38-4116826 / PN 503 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH MODERATE 2025 F GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2025 F GREAT GRAY · EIN 38-4097342 / PN 490 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANSIVERI KIMBALL & CO LLP | — | PROVIDENCE, RI | AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES LLC | — | ALISO VIEJO, CA | OTHER | $14K | — |
| GREATER NEWPORT CHAMBER OF COMMERCE | — | NEWPORT, RI | OTHER | $240 | — |
