Plan Snapshot
- Plan Sponsor: Pure Source, LLC
- Sponsor EIN: 650588961
- Sponsor Address: 9750 NW 17TH STREET, MIAMI BEACH, FL, 33172
- Plan Type: DC
- Total Participants: 110
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $4.2M | $0 | $90,455 |
| 2023 | 119 | $4.1M | $0 | $106,631 |
| 2022 | 156 | $3.6M | $0 | $100,616 |
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 |
|---|---|---|---|---|
| ROSALINE MENDOZA, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSALINE MENDOZA, CPA — Auditor
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 | $39,818 | — | $39,818 | — | — |
| 2023 | $35,250 | — | $35,250 | — | — |
| 2022 | $34,266 | — | $34,266 | — | — |