How big is Purple Squirrel Advisors, LLC's plan?

Purple Squirrel Advisors, LLC's plan reported $933K in assets and 4 participants for 2024.

Original filing (PDF)20250930121808NAL0019401042001

Purple Squirrel Advisors, LLC

Name: Purple Squirrel Advisors, LLC — Purple Squirrel, Form 5500 (2024)
Creator: Purple Squirrel Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purple Squirrel Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Purple Squirrel Advisors, LLC's Purple Squirrel Advisors, LLC 401(k) Profit Sharing Plan held $933K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

People on this filing

Carrie Schochet signed Purple Squirrel Advisors, LLC's 2024 Form 5500 as plan administrator.

Carrie Schochet — 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

Purple Squirrel Advisors, LLC's EIN is 47-2514805.

EIN 47-2514805

Plan number 001

Plan year 2024

ACK ID 20250930121808NAL0019401042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Purple Squirrel Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Purple Squirrel Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PURPLE SQUIRREL ADVISORS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

PURPLE SQUIRREL ADVISORS, LLC

EIN

all filings

Address

560 KIRTS BLVD · SUITE 121 · TROY, MI · 48084

Phone

(773) 837-9106

Industry

Finance & Insurance

Plan administrator