Plan Snapshot
- Plan Sponsor: Purdy Enterprises, INC.
- Sponsor EIN: 820510465
- Sponsor Address: 6515 BUSINESS WAY, BOISE, ID, 83716
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 110 | $4.4M | $432,908 | $352,103 |
| 2023 | 129 | $3.3M | $270,124 | $282,237 |
| 2022 | 104 | $2.3M | $169,590 | $243,437 |
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 |
|---|---|---|---|---|
| SORREN CPAS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $650 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |