How big is Purpose Driven Talent's plan?

Purpose Driven Talent's plan reported $2.3M in assets and 30 participants for 2024.

Original filing (PDF)20251007074110NAL0004285665001

Purpose Driven Talent

Name: Purpose Driven Talent — Purpose Driven Talent 401(k), Form 5500 (2024)
Creator: Purpose Driven Talent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purpose Driven Talent 401(k) Plan

401(k) retirement plan · Purpose Driven Talent's Purpose Driven Talent 401(k) Plan held $2.3M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Tricia Szymanski signed Purpose Driven Talent's 2024 Form 5500 as plan administrator.

Tricia Szymanski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Purpose Driven Talent's EIN is 38-3462688.

EIN 38-3462688

Plan number 001

Plan year 2024

ACK ID 20251007074110NAL0004285665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Purpose Driven Talent from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Purpose Driven Talent's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PURPOSE DRIVEN TALENT.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score