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Original filing (PDF)20251009095613NAL0010706752001
PUREFLEX, INC.
Form 5500
FILING_RECEIVED
PUREFLEX, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
~235 bps in Sched C feesNo recordkeeper disclosed
Active participants
272
Accounts w/ balance
228
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 235 bps in Schedule C fees — 352% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUREFLEX, INC..
Plan sponsor
Name
PUREFLEX, INC.
EIN
38-3216033
Address
4855 BROADMOOR AVE SE · KENTWOOD, MI · 495125360
Phone
(616) 512-8005
Industry
Wholesale 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NOVOTNY CPA GROUP, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $140K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $75K | — |
Investments
22 direct securities · 1 pooled fund· $17.7M(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
$9.1M
22 holdings
Pooled Separate Account
$8.5M
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 | — | — | $8.5M | 93.3% | |
| Securian Asset Management S&P 500 Index | — | — | — | $1.9M | 20.9% | |
| JP Morgan Large Cap Growth | — | — | — | $1.6M | 17.3% | |
| Vanguard Interm Bond Index Admiral | — | — | — | $1.2M | 12.7% | |
| American Funds New Perspective Fund R6 | — | — | — | $952K | 10.4% | |
| Nuveen International Equity Index R6 | — | — | — | $770K | 8.4% | |
| Minnesota Life Guaranteed Return Account | — | — | — | $603K | 6.6% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $580K | 6.3% | |
| DFA U.S. Small Cap Portfolio | — | — | — | $559K | 6.1% | |
| Columbia High Yield Bond Advantage | — | — | — | $452K | 4.9% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $182K | 2.0% | |
| T. Rowe Price Large Cap Value | — | — | — | $59K | 0.6% | |
| Janus Henderson Global Life Sciences I | — | — | — | $57K | 0.6% | |
| Vanguard Extended Market Index Admiral | — | — | — | $56K | 0.6% | |
| Janus Henderson Triton N | — | — | — | $54K | 0.6% | |
| Fidelity Advance Total Bond 1 | — | — | — | $49K | 0.5% | |
| Vanguard Total International Bond Index Admiral | — | — | — | $45K | 0.5% | |
| Columbia Contrarian Core | — | — | — | $23K | 0.2% | |
| Black Rock Strategic Income Opps Instl | — | — | — | $21K | 0.2% | |
| DFA Inflation Protected Securities Portfolio I | — | — | — | $16K | 0.2% | |
| Fidelity Real Estate Index | — | — | — | $7K | <0.1% | |
| DFA U.S. Targeted Value Portfolio | — | — | — | $7K | <0.1% | |
| DFA International Small Company Portfolio | — | — | — | $4K | <0.1% |
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