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Original filing (PDF)20251006111620NAL0002014531001
PURIS, LLC
Form 5500
FILING_RECEIVED
PURIS, LLC 401K PLAN
401(k) retirement plan
Active participants
820
Accounts w/ balance
1,331
Plan assets (EOY)
$27.9M
Net assets (EOY)
$27.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURIS, LLC.
Plan sponsor
Name
PURIS, LLC
EIN
26-0457444
Address
8686 NEW TRAILS DR · SUITE 115 · THE WOODLANDS, TX · 77381
Phone
(724) 355-1264
Industry
Management of Companies / Holdingssee 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
2025-10-06
Pension benefit codes
2S · Automatic enrollment
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
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
WESSEL AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $29K | — |
Investments
30 direct securities · 1 pooled fund· $28.2M(100% of reported assets)
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.
Uncategorized
$27.9M
30 holdings
Common Collective Trust
$360K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2040 K6 | — | — | — | $3.5M | 12.5% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | — | — | — | $3.3M | 11.7% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | — | — | — | $2.9M | 10.4% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | — | — | — | $2.8M | 10.2% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | — | — | — | $2.1M | 7.4% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | — | — | — | $2.0M | 7.1% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.8M | 6.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Adv | — | — | — | $1.5M | 5.4% | |
| Fidelity Investments Fidelity Freedom 2020 K6 | — | — | — | $1.5M | 5.2% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | — | — | — | $1.2M | 4.2% | |
| Participant Loans Interest Rates Ranging from 4.25% to 9.50% | — | — | — | $1.1M | 3.8% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | — | — | — | $1.0M | 3.6% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | — | — | — | $679K | 2.4% | |
| Fidelity Investments Fidelity International Index | — | — | — | $407K | 1.5% | |
| Common Collective Trust Fund * Fidelity Investments Managed Income Portfolio Class I | — | — | — | $360K | 1.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $360K | 1.3% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $228K | 0.8% | |
| Pioneer Bond Fund Class A | — | — | — | $187K | 0.7% | |
| MassMutual Mid Cap Growth A | — | — | — | $186K | 0.7% | |
| MFS Funds MFS Value R3 | — | — | — | $179K | 0.6% | |
| Fidelity Investments Fidelity Freedom Inc K6 | — | — | — | $175K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $159K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $147K | 0.5% | |
| Goldman Sachs Small Cap Value Insights INST | — | — | — | $120K | 0.4% | |
| MFS Funds MFS International Diversification R3 | — | — | — | $106K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2015 K6 | — | — | — | $103K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2010 K6 | — | — | — | $74K | 0.3% | |
| Pimco Funds Pimco Income A | — | — | — | $68K | 0.2% | |
| Nationwide Geneva Small Cap Growth | — | — | — | $41K | 0.1% | |
| Virtus Ceredex Mid Cap Value Equity I | — | — | — | $25K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 K6 | — | — | — | $8K | <0.1% |
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