DAVE Greenfeld signed Purgo Intermediate Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Purgo Intermediate Holdings, LLC's EIN is 88-1381655.
Download the official 2024 Form 5500 (PDF) for Purgo Intermediate Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Purgo Intermediate Holdings, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2025 Registered Investment Companies | Other securities | — | $151K | $2.8M | 27.2% | |
| VANG TARGET RET 2030 Registered Investment Companies | Other securities | — | $31K | $1.2M | 11.3% | |
| VANG 500 INDEX ADM Registered Investment Companies | Common Collective Trusts | — | $2K | $917K | 8.8% | |
| VANG TARGET RET 2040 Registered Investment Companies | Other securities | — | $21K | $912K | 8.8% | |
| VANG TARGET RET 2045 Registered Investment Companies | Other securities | — | $25K | $727K | 7.0% | |
| VANG TARGET RET 2035 Registered Investment Companies | Other securities | — | $26K | $629K | 6.0% | |
| VANG TARGET RET 2050 Registered Investment Companies | Other securities | — | $12K | $592K | 5.7% | |
| TRP GROWTH STOCK Registered Investment Companies | Other securities | — | $3K | $359K | 3.4% | |
| VANG TARGET RET 2020 Registered Investment Companies | Other securities | — | $9K | $240K | 2.3% | |
| VANG VMMR-FED MMKT Registered Investment Companies 692 VANG TOT INTL STK AD Registered Investment Companies | Other securities | — | $7K | $220K | 2.1% | |
| VANG TARGET RET 2055 Registered Investment Companies | Other securities | — | $4K | $202K | 1.9% | |
| VANG TOT BD MKT INST Registered Investment Companies | Other securities | — | $20K | $194K | 1.9% | |
| VANG TARGET RET 2065 Registered Investment Companies | Other securities | — | $5K | $181K | 1.7% | |
| VANG MIDCAP IDX ADM Registered Investment Companies 464 | Common Collective Trusts | — | — | $152K | 1.5% | |
| JH DISCPL VALUE R6 Registered Investment Companies | Other securities | — | $6K | $143K | 1.4% | |
| With Various Maturity Due Dates) | Other securities | — | — | $133K | 1.3% | |
| JPM MID CAP VALUE R6 Registered Investment Companies | Other securities | — | $4K | $133K | 1.3% | |
| GALLIARD STBLE RTN U WELLS FARGO BANK, N.A. · EIN 46-6209703 / PN 001 | Common Collective Trust | — | $2K | $122K | 1.2% | |
| VANG SM CAP IDX ADM Registered Investment Companies | Common Collective Trusts | — | $1K | $120K | 1.2% | |
| AF EUROPAC GROWTH R6 Registered Investment Companies | Other securities | — | $2K | $113K | 1.1% | |
| VANG TARGET RET 2060 Registered Investment Companies | Other securities | — | $2K | $110K | 1.1% | |
| JPM SM CAP GROWTH R6 Registered Investment Companies | Other securities | — | $3K | $68K | 0.7% | |
| VICTORY S SM CO OP I Registered Investment Companies | Common Stocks | — | $1K | $64K | 0.6% | |
| CRLN E MID CAP GR A Registered Investment Companies 754 | Other securities | — | — | $53K | 0.5% | |
| TRP INTL DISCOVERY Registered Investment Companies 183 | Other securities | — | — | $11K | 0.1% | |
| VANG TARGET RET INC Registered Investment Companies 787 | Common Stocks | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
