# Purgo Intermediate Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/purgo-intermediate-holdings-llc-401k-plan

> Purgo Intermediate Holdings, LLC's 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Purgo Intermediate Holdings, LLC

- **Sponsor EIN:** 881381655

- **Sponsor Address:** 1365 N. CLOVIS AVE, FRESNO, CA, 93727

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

- **Total Participants:** 154

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|154|$10.4M|$270,864|$980,834|

| 2023|131|$9.1M|$253,871|$892,372|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$21,485|—|$21,485|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$20,004|—|$20,004|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,233|—|$7,233|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

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

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,722

- **Estimated Expense Ratio:** 0.468% 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|$48,723|$28,719|—|—|—|

| 2023|$2,023,114|—|$38,325|—|—|

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