Original filing (PDF)20241219075238NAL0009440706001

Purdy, Donovan & BEAL, LLP

Name: Purdy, Donovan & BEAL, LLP — Purdy, Donovan & BEAL, Form 5500 (2023)
Creator: Purdy, Donovan & BEAL, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purdy, Donovan & BEAL, LLP 401(k) Plan

401(k) retirement plan · Purdy, Donovan & BEAL, LLP's Purdy, Donovan & BEAL, LLP 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Purdy, Donovan & BEAL, LLP's EIN is 38-1339335.

EIN 38-1339335

Plan number 001

Plan year 2023

ACK ID 20241219075238NAL0009440706001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Purdy, Donovan & BEAL, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Purdy, Donovan & BEAL, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PURDY, DONOVAN & BEAL, LLP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score