How big is Purpose Venture Advisors LLC's plan?

Purpose Venture Advisors LLC's plan reported $1.0M in assets and 11 participants for 2024.

Original filing (PDF)20251013084429NAL0000389459002

Purpose Venture Advisors LLC

Name: Purpose Venture Advisors LLC — Purpose Venture, Form 5500 (2024)
Creator: Purpose Venture Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purpose Venture Advisors LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Purpose Venture Advisors LLC's Purpose Venture Advisors LLC 401(k) Profit Sharing Plan and Trust held $1.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Purpose Venture Advisors LLC's EIN is 84-4250696.

EIN 84-4250696

Plan number 001

Plan year 2024

ACK ID 20251013084429NAL0000389459002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Purpose Venture Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PURPOSE VENTURE ADVISORS LLC.

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Plan health score

Top-tier plan health

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

Helping the score