Scott Kokotan signed Purple Wave, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Purple Wave, Inc.'s EIN is 26-0724318.
Download the official 2024 Form 5500 (PDF) for Purple Wave, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Purple Wave, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2040 K6 Mutual Fund | Mutual Funds | — | — | $3.1M | 18.3% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $2.8M | 16.7% | |
| FID FREEDOM 2050 K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 9.2% | |
| FID FREEDOM 2030 K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 9.0% | |
| FID FREEDOM 2035 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 6.9% | |
| FID FREEDOM 2045 K6 Mutual Fund | Mutual Funds | — | — | $886K | 5.3% | |
| FID FREEDOM 2055 K6 Mutual Fund | Mutual Funds | — | — | $871K | 5.2% | |
| FID FREEDOM 2025 K6 Mutual Fund | Mutual Funds | — | — | $843K | 5.1% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $618K | 3.7% | |
| FID FREEDOM 2015 K6 Mutual Fund | Mutual Funds | — | — | $586K | 3.5% | |
| FID FREEDOM 2070 K6 Mutual Fund 726 * FID GOVT MMKT K6 Money Market | Mutual Funds | — | — | $345K | 2.1% | |
| FID FREEDOM 2060 K6 Mutual Fund | Mutual Funds | — | — | $317K | 1.9% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | Other securities | — | — | $307K | 1.8% | |
| JPM MID CAP GRTH R6 Mutual Fund | Other securities | — | — | $273K | 1.6% | |
| PGIM GLB TOT RTN R6 Mutual Fund 575 JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $200K | 1.2% | |
| FID FREEDOM 2065 K6 Mutual Fund | Mutual Funds | — | — | $153K | 0.9% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $143K | 0.9% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $116K | 0.7% | |
| FID FREEDOM 2020 K6 Mutual Fund | Mutual Funds | — | — | $87K | 0.5% | |
| J H GLB EQ INC N Mutual Fund | Common Stocks | — | — | $76K | 0.5% | |
| AM CENT MD CP VAL R6 Mutual Fund | Other securities | — | — | $72K | 0.4% | |
| AM CENT SM CAP GR R6 Mutual Fund | Other securities | — | — | $45K | 0.3% | |
| Participant Loans 5.25% - 9.5% | Bonds / Notes | — | — | $43K | 0.3% | |
| FKLN SM CAP VALUE R6 Mutual Fund | Other securities | — | — | $40K | 0.2% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $22K | 0.1% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| FID FREEDOM 2010 K6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
