Original filing (PDF)20260210124720NAL0004743746001

PURVIS, GRAY AND COMPANY, LLP

Name: PURVIS, GRAY AND COMPANY, LLP — PURVIS, GRAY AND COMPANY, LLP 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PURVIS, GRAY AND COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

PURVIS, GRAY AND COMPANY, LLP 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

102

Accounts w/ balance

127

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURVIS, GRAY AND COMPANY, LLP.

Plan sponsor

Name

PURVIS, GRAY AND COMPANY, LLP

EIN

59-0548468