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Original filing (PDF)20251014150344NAL0004321504001
PURVIS INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
PURVIS 401(K) PLAN
401(k) retirement plan
Active participants
1,020
Accounts w/ balance
1,066
Plan assets (EOY)
$55.5M
Net assets (EOY)
$55.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURVIS INDUSTRIES, LLC.
Plan sponsor
Name
PURVIS INDUSTRIES, LLC
EIN
75-2905412
Address
10500 N STEMMONS FWY · DALLAS, TX · 75220
Phone
(214) 358-5000
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
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 | $81K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | INVESTMENT ADVISOR | $26K | — |
Investments
25 direct securities· $55.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 29,761.876 | $4.0M | $6.1M | 11.0% | |
| PIMCO RP B 2030 INST | — | 414,673.376 | $5.0M | $5.4M | 9.8% | |
| FID TOTAL MKT IDX | — | 28,716.541 | $2.8M | $4.6M | 8.3% | |
| PIMCO RP B 2025 INST | — | 378,925.127 | $4.5M | $4.5M | 8.2% | |
| PIMCO RP B 2035 INST | — | 307,948.457 | $4.0M | $4.4M | 7.9% | |
| PIMCO RP B 2055 INST | — | 246,403.022 | $3.5M | $4.0M | 7.3% | |
| PIMCO RP B 2040 INST | — | 243,052.83 | $3.2M | $3.7M | 6.6% | |
| PIMCO RP B 2045 INST | — | 210,773.397 | $2.9M | $3.3M | 6.0% | |
| PIMCO RP B 2050 INST | — | 188,282.712 | $2.6M | $3.0M | 5.4% | |
| FID GOVT MMKT | — | 2,530,590.15 | $2.5M | $2.5M | 4.6% | |
| AF AMER MUTUAL R6 | — | 34,231.185 | $1.6M | $1.9M | 3.4% | |
| FID BALANCED | — | 53,459.122 | $1.4M | $1.6M | 2.8% | |
| PIMCO RP B INC INST | — | 125,505.686 | $1.4M | $1.4M | 2.6% | |
| FRANKLIN GROWTH R6 | — | 10,330.286 | $1.2M | $1.4M | 2.5% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $1.3M | 2.3% | |
| PNR SEL MD CP GR K | — | 21,536.667 | $1.0M | $1.1M | 1.9% | |
| TCHSTN SMALL CO R6 | — | 153,679.917 | $866K | $973K | 1.8% | |
| FID EXTD MKT IDX | — | 10,153.613 | $721K | $923K | 1.7% | |
| FID TOTAL BOND | — | 82,748.397 | $861K | $778K | 1.4% | |
| AF EUROPAC GROWTH R6 | — | 10,906.86 | $603K | $586K | 1.1% | |
| FID REAL ESTATE INVS | — | 14,569.529 | $545K | $562K | 1.0% | |
| FID EMERGING MKTS | — | 12,517.928 | $401K | $477K | 0.9% | |
| FID INTL INDEX | — | 8,622.828 | $387K | $410K | 0.7% | |
| VANG WELLESLEY ADM | — | 6,117.682 | $379K | $367K | 0.7% | |
| FID US BOND IDX | — | 14,976.606 | $162K | $153K | 0.3% |
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