Plan Snapshot
- Plan Sponsor: Puris, LLC
- Sponsor EIN: 260457444
- Sponsor Address: 8686 NEW TRAILS DR, THE WOODLANDS, TX, 77381
- Plan Type: 401(k)
- Total Participants: 820
- Total Assets: $27.9M
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 | 820 | $27.9M | $1.4M | $4.2M |
| 2023 | 792 | $21.9M | $1.2M | $4.1M |
| 2022 | 850 | $16.8M | $1.6M | $2.8M |
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 |
|---|---|---|---|---|
| WESSEL AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL AND COMPANY — 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 | $115,629 | $33,724 | — | — | — |
| 2023 | $99,883 | $32,704 | — | — | — |
| 2022 | $54,625 | $701 | — | — | — |