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Original filing (PDF)20250922161526NAL0005436113001
PURPLE BRANDS
Form 5500
FILING_RECEIVED
PURPLE BRANDS 401(K) PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
103
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURPLE BRANDS.
Plan sponsor
Name
PURPLE BRANDS
EIN
94-3410677
Address
617 2ND STREET · SUITE C · PETALUMA, CA · 94952
Phone
(707) 829-6112
Industry
Manufacturingsee 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
2025-09-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $28K | — |
Investments
30 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Registered Investment Company | — | — | — | $1.8M | 15.3% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $1.4M | 12.1% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company | — | — | — | $1.3M | 11.4% | |
| Vanguard Windsor II Adm Registered Investment Company | — | — | — | $763K | 6.5% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $749K | 6.4% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $682K | 5.8% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company | — | — | — | $631K | 5.4% | |
| JPMorgan US Equity R6 Registered Investment Company | — | — | — | $486K | 4.1% | |
| JPMorgan US Equity R6 Registered Investment Company | — | — | — | $474K | 4.0% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company | — | — | — | $365K | 3.1% | |
| Transamerica Stable Value Advantage Option Guaranteed Investment Contract | — | — | — | $345K | 2.9% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $339K | 2.9% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $298K | 2.5% | |
| Allspring Special Mid Cap Value R6 Registered Investment Company | — | — | — | $297K | 2.5% | |
| Janus Henderson Enterprise I Registered Investment Company | — | — | — | $247K | 2.1% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $238K | 2.0% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company | — | — | — | $235K | 2.0% | |
| Vanguard Balanced Index Adm Registered Investment Company | — | — | — | $192K | 1.6% | |
| Vanguard Target Retirement 2030 Inv Registered Investment Company | — | — | — | $158K | 1.3% | |
| Janus Henderson Triton T Registered Investment Company | — | — | — | $143K | 1.2% | |
| Franklin Small Cap Value R Registered Investment Company | — | — | — | $106K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | — | — | — | $87K | 0.7% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $71K | 0.6% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company | — | — | — | $70K | 0.6% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $64K | 0.5% | |
| Vanguard Target Retirement 2020 Inv Registered Investment Company | — | — | — | $51K | 0.4% | |
| maturing through May 2029 - | — | — | — | $51K | 0.4% | |
| Vanguard Target Retirement 2025 Inv Registered Investment Company | — | — | — | $43K | 0.4% | |
| Nuveen Large Cap Responsible Equity R6 Registered Investment Company | — | — | — | $27K | 0.2% | |
| Vanguard Target Retirement 2065 Inv Registered Investment Company | — | — | — | $2K | <0.1% |
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