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Original filing (PDF)20251002081856NAL0000188849001
PURPLE WAVE, INC.
Form 5500
FILING_RECEIVED
PURPLE WAVE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
356
Accounts w/ balance
265
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURPLE WAVE, INC..
Plan sponsor
Name
PURPLE WAVE, INC.
EIN
26-0724318
Address
825 LEVEE DRIVE · MANHATTAN, KS · 665025012
Phone
(785) 236-7521
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
2025-10-02
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
VARNEY & ASSOCIATES, CPAS, LLC
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 | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $2K | — |
Investments
28 direct securities· $16.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2040 K6 Mutual Fund | — | — | — | $3.1M | 18.3% | |
| JPM LG CAP GROWTH R6 Mutual Fund | — | — | — | $2.8M | 16.7% | |
| FID FREEDOM 2050 K6 Mutual Fund | — | — | — | $1.5M | 9.2% | |
| FID FREEDOM 2030 K6 Mutual Fund | — | — | — | $1.5M | 9.0% | |
| FID FREEDOM 2035 K6 Mutual Fund | — | — | — | $1.1M | 6.9% | |
| FID FREEDOM 2045 K6 Mutual Fund | — | — | — | $886K | 5.3% | |
| FID FREEDOM 2055 K6 Mutual Fund | — | — | — | $871K | 5.2% | |
| FID FREEDOM 2025 K6 Mutual Fund | — | — | — | $843K | 5.1% | |
| FID 500 INDEX Mutual Fund | — | — | — | $618K | 3.7% | |
| FID FREEDOM 2015 K6 Mutual Fund | — | — | — | $586K | 3.5% | |
| interest Lessor or Similar Party Par or Maturity Value MSIF INTL ADV PTF I Mutual Fund | — | — | — | $579K | 3.5% | |
| FID FREEDOM 2070 K6 Mutual Fund 726 * FID GOVT MMKT K6 Money Market | — | — | — | $345K | 2.1% | |
| FID FREEDOM 2060 K6 Mutual Fund | — | — | — | $317K | 1.9% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | — | — | — | $307K | 1.8% | |
| JPM MID CAP GRTH R6 Mutual Fund | — | — | — | $273K | 1.6% | |
| PGIM GLB TOT RTN R6 Mutual Fund 575 JPM EQUITY INCOME R6 Mutual Fund | — | — | — | $200K | 1.2% | |
| FID FREEDOM 2065 K6 Mutual Fund | — | — | — | $153K | 0.9% | |
| FID INTL INDEX Mutual Fund | — | — | — | $143K | 0.9% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $116K | 0.7% | |
| FID FREEDOM 2020 K6 Mutual Fund | — | — | — | $87K | 0.5% | |
| J H GLB EQ INC N Mutual Fund | — | — | — | $76K | 0.5% | |
| AM CENT MD CP VAL R6 Mutual Fund | — | — | — | $72K | 0.4% | |
| AM CENT SM CAP GR R6 Mutual Fund | — | — | — | $45K | 0.3% | |
| Participant Loans 5.25% - 9.5% | — | — | — | $43K | 0.3% | |
| FKLN SM CAP VALUE R6 Mutual Fund | — | — | — | $40K | 0.2% | |
| FID US BOND IDX Mutual Fund | — | — | — | $22K | 0.1% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $13K | <0.1% | |
| FID FREEDOM 2010 K6 Mutual Fund | — | — | — | $4K | <0.1% |
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