GAIL Purvis signed Purvis Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Purvis Industries, LLC's EIN is 75-2905412.
Download the official 2024 Form 5500 (PDF) for Purvis Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Purvis Industries, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $4.0M | $6.1M | 11.0% | |
| PIMCO RP B 2030 INST | Mutual Funds | — | $5.0M | $5.4M | 9.8% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $2.8M | $4.6M | 8.3% | |
| PIMCO RP B 2025 INST | Mutual Funds | — | $4.5M | $4.5M | 8.2% | |
| PIMCO RP B 2035 INST | Mutual Funds | — | $4.0M | $4.4M | 7.9% | |
| PIMCO RP B 2055 INST | Mutual Funds | — | $3.5M | $4.0M | 7.3% | |
| PIMCO RP B 2040 INST | Mutual Funds | — | $3.2M | $3.7M | 6.6% | |
| PIMCO RP B 2045 INST | Mutual Funds | — | $2.9M | $3.3M | 6.0% | |
| PIMCO RP B 2050 INST | Mutual Funds | — | $2.6M | $3.0M | 5.4% | |
| FID GOVT MMKT | Mutual Funds | — | $2.5M | $2.5M | 4.6% | |
| AF AMER MUTUAL R6 | Other securities | — | $1.6M | $1.9M | 3.4% | |
| FID BALANCED | Mutual Funds | — | $1.4M | $1.6M | 2.8% | |
| PIMCO RP B INC INST | Mutual Funds | — | $1.4M | $1.4M | 2.6% | |
| FRANKLIN GROWTH R6 | Mutual Funds | — | $1.2M | $1.4M | 2.5% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.3M | 2.3% | |
| PNR SEL MD CP GR K | Other securities | — | $1.0M | $1.1M | 1.9% | |
| TCHSTN SMALL CO R6 | Common Stocks | — | $866K | $973K | 1.8% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $721K | $923K | 1.7% | |
| FID TOTAL BOND | Mutual Funds | — | $861K | $778K | 1.4% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $603K | $586K | 1.1% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $545K | $562K | 1.0% | |
| FID EMERGING MKTS | Mutual Funds | — | $401K | $477K | 0.9% | |
| FID INTL INDEX | Mutual Funds | — | $387K | $410K | 0.7% | |
| VANG WELLESLEY ADM | Other securities | — | $379K | $367K | 0.7% | |
| FID US BOND IDX | Common Collective Trusts | — | $162K | $153K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
