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Original filing (PDF)20251230145336NAL0011013043001
PURPLE INNOVATION, LLC
Form 5500
FILING_RECEIVED
PURPLE 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.5 moNo recordkeeper disclosed
Active participants
1,079
Accounts w/ balance
2,123
Plan assets (EOY)
$40.4M
Net assets (EOY)
$40.4M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
94
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURPLE INNOVATION, LLC.
Plan sponsor
Name
PURPLE INNOVATION, LLC
EIN
27-2677854
Address
4100 N CHAPEL RIDGE ROAD · SUITE 200 · LEHI, UT · 84043
Phone
(801) 756-2600
Industry
Manufacturingsee 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
2025-12-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $76K | — |
Investments
17 direct securities · 1 pooled fund· $79.6M(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
$39.6M
15 holdings
Pooled Separate Account
$39.3M
1 holding
Pooled Separate Accounts
$582K
1 holding
Insurance Contracts
$229K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $39.3M | 97.2% | |
| Nuveen LC Index 2055 I | — | — | — | $5.9M | 14.6% | |
| Nuveen LC Index 2060 I | — | — | — | $5.0M | 12.4% | |
| Nuveen LC Index 2050 I | — | — | — | $4.7M | 11.6% | |
| Nuveen LC Index 2045 I | — | — | — | $4.7M | 11.5% | |
| Nuveen LC Index 2040 I | — | — | — | $3.9M | 9.5% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $3.6M | 8.9% | |
| Nuveen LC Index 2035 I | — | — | — | $3.1M | 7.6% | |
| Nuveen LC Index 2065 I | — | — | — | $2.8M | 7.0% | |
| Nuveen LC Index 2025 I | — | — | — | $1.8M | 4.4% | |
| Nuveen LC Index 2030 I | — | — | — | $1.6M | 4.0% | |
| Participant notes receivable Interest rate 4.25% - 10.50% - | — | — | — | $888K | 2.2% | |
| Invesco Discovery A | — | — | — | $667K | 1.7% | |
| Nuveen LC Index Ret Inc I | Pooled Separate Accounts | — | — | $582K | 1.4% | |
| MFS Intl Diversification R3 | — | — | — | $373K | 0.9% | |
| Franklin Templeton ClearBridge Appreciation A | — | — | — | $362K | 0.9% | |
| Victory Capital Management Victory Pioneer Bond Y | — | — | — | $292K | 0.7% | |
| * The Standard Insurance Company Insurance company general account | Insurance Contracts | — | — | $229K | 0.6% |
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