How big is Purdy Group, LLC's plan?

Purdy Group, LLC's plan reported $1.6M in assets and 89 participants for 2025.

Original filing (PDF)20260505145857NAL0001940642001

Purdy Group, LLC

Name: Purdy Group, LLC — Purdy Group 401(k), Form 5500 (2025)
Creator: Purdy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purdy Group 401(k)

401(k) retirement plan · Purdy Group, LLC's Purdy Group 401(k) held $1.6M in plan assets for 89 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Charlotte Richardson signed Purdy Group, LLC's 2025 Form 5500 as plan administrator.

Charlotte Richardson — 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

Purdy Group, LLC's EIN is 80-0197664.

EIN 80-0197664

Plan number 001

Plan year 2025

ACK ID 20260505145857NAL0001940642001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Purdy Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Purdy Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PURDY GROUP, LLC

EIN

all filings

Address

PO BOX 4643 · CROFTON, MD · 21114

Phone

(239) 896-7216

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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