# Panamera Acquisition Holdings, INC. D/B/A Purposebuilt Brands, INC. 401(k) Plan
Source: https://planprovider.pro/companies/panamera-acquisition-holdings-inc-d-b-a-purposebuilt-brands-inc-401k-plan

> Panamera Acquisition Holdings, INC. D/B/A Purposebuilt Brands, INC.'s 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Panamera Acquisition Holdings, INC. D/B/A Purposebuilt Brands, INC.

- **Sponsor EIN:** 833526627

- **Sponsor Address:** 755 TRI-STATE PKWY, GURNEE, IL, 60031

- **Plan Type:** 401(k)

- **Total Participants:** 484

- **Total Assets:** $31.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|484|$31.8M|$760,670|$2.5M|

| 2023|331|$28.6M|$610,941|$2.1M|

| 2022|309|$23.5M|$1.4M|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$41,993|—|$41,993|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$20,520|—|$20,520|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,096|—|$7,096|

| GRANT THORNTON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [GRANT THORNTON](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,609

- **Estimated Expense Ratio:** 0.219% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$69,510|$7,096|—|—|—|

| 2023|$100,537|$53,687|$300|$24,500|—|

| 2022|$85,164|$682|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/panamera-acquisition-holdings-inc-d-b-a-purposebuilt-brands-inc-401k-plan)

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