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Original filing (PDF)20251009191414NAL0007037857001
PURE WAFER, INC
Form 5500
FILING_RECEIVED
PURE WAFER, INC. 401(K) PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
183
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURE WAFER, INC.
Plan sponsor
Name
PURE WAFER, INC
EIN
71-1020986
Address
2575 MELVILLE RD · PRESCOTT, AZ · 86301
Phone
(928) 771-8900
Industry
Manufacturingsee 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
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MANSPERGER,PATTERSON&MCULLIN,PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
40 direct securities · 1 pooled fund· $9.0M(98% 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
$8.3M
39 holdings
Common Collective Trust
$403K
1 holding
Mutual Funds
$331K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 32 *Fidelity FID FREEDOM 2030 K | — | — | — | $810K | 8.8% | |
| 33 *Fidelity FID FREEDOM 2035 K | — | — | — | $802K | 8.7% | |
| 31 *Fidelity FID FREEDOM 2025 K | — | — | — | $723K | 7.9% | |
| 24 *Fidelity FID 500 INDEX | — | — | — | $652K | 7.1% | |
| 21 *Fidelity FID TOTAL BOND | — | — | — | $567K | 6.2% | |
| 9 *Fidelity FID CONTRAFUND | — | — | — | $565K | 6.2% | |
| 34 *Fidelity FID FREEDOM 2040 K | — | — | — | $490K | 5.3% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $403K | 4.4% | |
| s 1 *Fidelity ABF LG CAP VAL INV | Mutual Funds | — | — | $331K | 3.6% | |
| 13 *Fidelity FID BALANCED | — | — | — | $275K | 3.0% | |
| 25 *Fidelity FID INTL INDEX | — | — | — | $264K | 2.9% | |
| 26 *Fidelity FID EXTD MKT IDX | — | — | — | $251K | 2.7% | |
| 7 *Fidelity ABF SM CAP VAL INV | — | — | — | $244K | 2.7% | |
| 23 *Fidelity FID US BOND IDX | — | — | — | $241K | 2.6% | |
| 22 *Fidelity FID NASDAQ COMP INDX | — | — | — | $236K | 2.6% | |
| 6 *Fidelity VANG DIV GROWTH INV | — | — | — | $226K | 2.5% | |
| 36 *Fidelity FID FREEDOM 2050 K | — | — | — | $191K | 2.1% | |
| 39 *Fidelity FID FREEDOM 2065 K | — | — | — | $187K | 2.0% | |
| 30 *Fidelity FID FREEDOM 2020 K | — | — | — | $183K | 2.0% | |
| 10 *Fidelity FID SEL SOFTWARE | — | — | — | $181K | 2.0% | |
| 35 *Fidelity FID FREEDOM 2045 K | — | — | — | $173K | 1.9% | |
| 14 *Fidelity FID INTL DISCOVERY | — | — | — | $158K | 1.7% | |
| 12 *Fidelity FID LEVERGD CO STK | — | — | — | $136K | 1.5% | |
| 2 *Fidelity BARON ASSET FUND | — | — | — | $132K | 1.4% | |
| PARTICIPANT LOANS Interest Rates between 3.25% and 8.50% | — | — | — | $94K | 1.0% | |
| 20 *Fidelity FID SEL PHARMACEUTCL | — | — | — | $87K | 0.9% | |
| 37 *Fidelity FID FREEDOM 2055 K | — | — | — | $79K | 0.9% | |
| 38 *Fidelity FID FREEDOM 2060 K | — | — | — | $67K | 0.7% | |
| 15 *Fidelity FID CAPITAL APPREC | — | — | — | $37K | 0.4% | |
| 8 *Fidelity FID SEL CONS STAPLES | — | — | — | $32K | 0.3% | |
| 27 *Fidelity FID INFL PR BD IDX | — | — | — | $31K | 0.3% | |
| 5 *Fidelity AMG RR MID CAP VAL N | — | — | — | $31K | 0.3% | |
| 4 *Fidelity TRP HEALTH SCIENCES | — | — | — | $30K | 0.3% | |
| 17 *Fidelity FID LOW PRICED STK | — | — | — | $20K | 0.2% | |
| 11 *Fidelity FID VALUE | — | — | — | $18K | 0.2% | |
| Money Market Funds 41 *Fidelity FID GOVT MMKT | — | — | — | $15K | 0.2% | |
| 29 *Fidelity FID FREEDOM 2015 K | — | — | — | $15K | 0.2% | |
| 16 *Fidelity FID DISCIPLND EQTY | — | — | — | $9K | <0.1% | |
| 19 *Fidelity FID SEL MATERIALS | — | — | — | $8K | <0.1% | |
| 3 *Fidelity LOOMIS SM CAP VAL R | — | — | — | $4K | <0.1% | |
| 28 *Fidelity FID FREEDOM INC K | — | — | — | $3K | <0.1% |
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