Original filing (PDF)20251003150109NAL0001538689001

Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc.

Name: Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc. — Form 5500 Plan 001 (2024)
Creator: Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Purposebuilt Brands 401(k) Plan

401(k) retirement plan · Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc.'s Purposebuilt Brands 401(k) Plan held $31.8M in plan assets for 484 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

484

Accounts w/ balance

464

Plan assets (EOY)

$31.8M

Net assets (EOY)

$31.8M

People on this filing

Talia Mikhelson signed Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc.'s 2024 Form 5500 as plan administrator.

Talia Mikhelson — 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

Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc.'s EIN is 83-3526627.

EIN 83-3526627

Plan number 001

Plan year 2024

ACK ID 20251003150109NAL0001538689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Panamera Acquisition Holdings, Inc. d/b/a Purposebuilt Brands, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PANAMERA ACQUISITION HOLDINGS, INC. D/B/A PURPOSEBUILT BRANDS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

PANAMERA ACQUISITION HOLDINGS, INC. D/B/A PURPOSEBUILT BRANDS, INC.

EIN

all filings

Address

755 TRI-STATE PKWY · GURNEE, IL · 60031

Phone

(847) 263-3500

Industry

Manufacturing

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

2025-10-03

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	33-0818667	—	INVESTMENT ADVISOR	$42K	—
STRATEGIC ADVISORS, INC.

Investments

35 direct securities · 1 pooled fund· $32.3M(100% 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.

Mutual Funds

$24.1M

24 holdings

Common Collective Trusts

$5.0M

1 holding

Other securities

$1.2M

6 holdings

Bonds / Notes

$661K

1 holding

Common Collective Trust

$484K

1 holding

Stable Value

$484K

1 holding

Self-Directed Brokerage

$288K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$29.1M T. Rowe Price$557K JPMorgan$552K Invesco$484K PIMCO$167K

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					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$5.0M	15.7%
Fidelity FRDM BLD 2035 K6 Mutual fund	Mutual Funds	—	—	$4.9M	15.4%
Fidelity FRDM BLD 2045 K6 Mutual fund	Mutual Funds	—	—	$4.2M	13.3%
Fidelity FRDM BLD 2050 K6 Mutual fund	Mutual Funds	—	—	$3.4M	10.5%
Fidelity FRDM BLD 2040 K6 Mutual fund	Mutual Funds	—	—	$2.8M	8.9%
Fidelity FRDM BLD 2030 K6 Mutual fund	Mutual Funds	—	—	$2.3M	7.2%
Fidelity FRDM BLD 2055 K6 Mutual fund	Mutual Funds	—	—	$1.7M	5.5%
Fidelity Intl Index Mutual fund	Mutual Funds	—	—	$828K	2.6%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$727K	2.3%
Notes receivable from participants Interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$661K	2.1%
Fidelity Puritan Mutual fund	Mutual Funds	—	—	$580K	1.8%
Fidelity FRDM BLD 2025 K6 Mutual fund	Mutual Funds	—	—	$490K	1.5%
INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$484K	1.5%
Invesco Stable Value Trust Stable value fund	Stable Value	—	—	$484K	1.5%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$451K	1.4%
TRP ALL - CAP OPPS I Mutual fund	Other securities	—	—	$444K	1.4%
Fidelity FRDM BLD 2060 K6 Mutual fund	Mutual Funds	—	—	$420K	1.3%
JP Morgan Mid Cap Growth R6 Mutual fund	Other securities	—	—	$315K	1.0%
Fidelity Self-Directed Brokerage Self-directed brokerage	Self-Directed Brokerage	—	—	$288K	0.9%
Fidelity Sm Cap Index Mutual fund	Mutual Funds	—	—	$279K	0.9%
Fidelity FRDM BLD 2065 K6 Mutual fund	Mutual Funds	—	—	$273K	0.9%
JP Morgan Large Cap Value R6 Mutual fund	Other securities	—	—	$237K	0.7%
Pimco Income Inst Mutual fund	Mutual Funds	—	—	$167K	0.5%
Fidelity Govt MMKT K6 Money market	Mutual Funds	—	—	$163K	0.5%
MFS Mid Cap Value R4 Mutual fund	Mutual Funds	—	—	$131K	0.4%
TRP Global Stock I Mutual fund	Other securities	—	—	$112K	0.4%
Fidelity FRDM BLD 2020 K6 Mutual fund	Mutual Funds	—	—	$107K	0.3%
FID small cap GR K6 Mutual fund	Mutual Funds	—	—	$101K	0.3%
AM Cent SMCAP VAL R6 Mutual fund	Other securities	—	—	$60K	0.2%
Fidelity FRDM BLD 2015 K6 Mutual fund	Mutual Funds	—	—	$54K	0.2%
CB INTL GROWTH IS Mutual fund	Other securities	—	—	$51K	0.2%
C&S Inst Realty SHS Mutual fund	Common Stocks	—	—	$33K	0.1%
Fidelity Infl PR BD Index Mutual fund	Mutual Funds	—	—	$15K	<0.1%
Fidelity FRDM BLD INC K6 Mutual fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity FRDM BLD 2070 K6 Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity FRDM BLD 2010 K6 Mutual fund	Mutual Funds	—	—	$1K	<0.1%

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