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Original filing (PDF)20251015174840NAL0006963984001
PURE ENERGY INC.
Form 5500
FILING_RECEIVED
PURE ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
87
Accounts w/ balance
109
Plan assets (EOY)
$704K
Net assets (EOY)
$704K
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
77
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mutual Fund" is 47% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURE ENERGY INC..
Plan sponsor
Name
PURE ENERGY INC.
EIN
83-0841076
Address
231 EAST RHAPSODY DRIVE · SAN ANTONIO, TX · 78216
Phone
(833) 937-7873
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 direct securities· $698K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mutual Fund | — | — | — | $326K | 46.4% | |
| Vanguard Total Intl Stock Mutual Fund | — | — | — | $196K | 27.9% | |
| Vanguard Small Cap Value Mutual Fund ** 365 Vanguard Total Bond Market Mutual Fund | — | — | — | $69K | 9.8% | |
| Vanguard Mid-Cap Value Mutual Fund ** 362 Vanguard Real Estate Mutual Fund | — | — | — | $59K | 8.4% | |
| Vanguard Total Intl Bd Mutual Fund | — | — | — | $31K | 4.5% | |
| DFA International Core Equity I Mutual Fund ** 693 Vanguard 500 Index Admiral Mutual Fund | — | — | — | $6K | 0.8% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Fund | — | — | — | $3K | 0.4% | |
| Vanguard Mid-Cap Growth Mutual Fund | — | — | — | $2K | 0.3% | |
| Vanguard Small Cap Mutual Fund | — | — | — | $2K | 0.2% | |
| Vanguard Developed Markets Mutual Fund | — | — | — | $1K | 0.2% | |
| DFA Emerging Markets Small Cap I Mutual Fund ** 352 DFA Global Real Estate Sec Port Mutual Fund | — | — | — | $1K | 0.2% | |
| Vanguard Emerging Mkts Stock Mutual Fund ** 730 Vanguard FTSE Social Shares Mutual Fund ** 759 Vanguard Growth Mutual Fund | — | — | — | $1K | 0.2% |
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