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Original filing (PDF)20251014071709NAL0001085091001
WATER PURE, INC. DBA PURITY PRODUCTS
Form 5500
FILING_RECEIVED
WATER PURE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
93
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATER PURE, INC. DBA PURITY PRODUCTS.
Plan sponsor
Name
WATER PURE, INC. DBA PURITY PRODUCTS
EIN
11-3170657
Address
200 TERMINAL DRIVE · PLAINVIEW, NY · 11803
Phone
(516) 301-5053
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEISBERG, MOLE', KRANTZ & GOLDFARB,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Investments
30 direct securities· $10.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Frdm Idx 2065 Ins Pre | — | — | $0 | $1.8M | 16.7% | |
| Fidelity International Idx Fd | — | — | $0 | $1.2M | 11.4% | |
| Fid LC Gr Index Fund | — | — | $0 | $907K | 8.4% | |
| Fidelity Frdm Idx 2015 Ins Pre | — | — | $0 | $860K | 8.0% | |
| Fidelity Frdm Idx 2010 Ins Pre | — | — | $0 | $842K | 7.8% | |
| Fidelity 500 Index Fund | — | — | $0 | $702K | 6.5% | |
| Fidelity US Bond Index Fund | — | — | $0 | $699K | 6.5% | |
| Fidelity Frdm Idx 2030 Ins Pre | — | — | $0 | $483K | 4.5% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $399K | 3.7% | |
| PGIM High Yield R6 Fund | — | — | $0 | $370K | 3.4% | |
| Amer Century Emerg Mkts R6 Fd | — | — | $0 | $321K | 3.0% | |
| Lord Abbett Sht Drtn Inc R6 Fd | — | — | $0 | $312K | 2.9% | |
| Fid LC Val Index Fund | — | — | $0 | $229K | 2.1% | |
| Fidelity Frdm Idx 2020 Ins Pre | — | — | $0 | $213K | 2.0% | |
| Fidelity Adv Stk Sel Sm Cp Z | — | — | $0 | $182K | 1.7% | |
| Fidelity Frdm Idx 2040 Ins Pre | — | — | $0 | $179K | 1.7% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $168K | 1.6% | |
| Fidelity Frdm Idx 2025 Ins Pre | — | — | $0 | $150K | 1.4% | |
| Principal Guaranteed Option | — | — | $0 | $143K | 1.3% | |
| American Funds AmerMut R6 Fd | — | — | $0 | $133K | 1.2% | |
| Fidelity Frdm Idx Inc Ins Prem | — | — | $0 | $131K | 1.2% | |
| Fidelity Frdm Idx 2035 Ins Pre | — | — | $0 | $103K | 1.0% | |
| Fidelity Frdm Idx 2050 Ins Pre | — | — | $0 | $69K | 0.6% | |
| Am Fds Bd Fd of Am R6 Fd | — | — | $0 | $52K | 0.5% | |
| Fidelity Frdm Idx 2045 Ins Pre | — | — | $0 | $50K | 0.5% | |
| Fidelity Frdm Idx 2055 Ins Pre | — | — | $0 | $16K | 0.2% | |
| Fidelity Frdm Idx 2060 Ins Pre | — | — | $0 | $6K | <0.1% | |
| Am Funds Infla Linked Bd R6 Fd | — | — | $0 | $2K | <0.1% | |
| Participant Loans | — | — | $0 | $222 | <0.1% | |
| T.Rowe Price Bl Chip Gr I Fd | — | — | $0 | $91 | <0.1% |