# Purple Brands 401(k) Plan
Source: https://planprovider.pro/companies/purple-brands-401k-plan

> Purple Brands's 401(k) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Purple Brands

- **Sponsor EIN:** 943410677

- **Sponsor Address:** 617 2ND STREET, PETALUMA, CA, 94952

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

- **Total Participants:** 46

- **Total Assets:** $11.8M

## 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|46|$11.8M|$151,676|$599,536|

| 2023|88|$10.7M|$215,595|$813,358|

| 2022|112|$8.6M|$202,168|$741,176|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|$27,963|—|$27,963|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$25,846|—|$25,846|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,809

- **Estimated Expense Ratio:** 0.457% 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|$53,809|$27,963|—|—|—|

| 2023|$43,806|$23,050|—|—|—|

| 2022|$40,232|$21,472|—|—|—|

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