# Purple Strategies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/purple-strategies-llc-401k-plan

> Purple Strategies, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Purple Strategies, LLC

- **Sponsor EIN:** 264383277

- **Sponsor Address:** 815 SLATERS LANE, ALEXANDRIA, VA, 22314

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

- **Total Participants:** 125

- **Total Assets:** $20.1M

## 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|125|$20.1M|$735,345|$1.6M|

| 2023|150|$16.3M|$764,347|$1.7M|

| 2022|146|$11.9M|$678,599|$1.5M|

## 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|

| LION STREET ADVISORS LLC|N/A|$35,056|—|$35,056|

| HUB INTERNATIONAL ADVISORS|N/A|$17,280|—|$17,280|

| SENTINEL BENEFITS GROUP, LLC|N/A|$5,030|—|$5,030|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LION STREET ADVISORS LLC](https://planprovider.pro/provider/lion-street) — N/A

- [HUB INTERNATIONAL ADVISORS](https://planprovider.pro/provider/global-retirement-partners-llc) — N/A

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — N/A

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,366

- **Estimated Expense Ratio:** 0.286% 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|$62,334|$52,336|—|—|—|

| 2023|$40,675|$31,900|—|—|—|

| 2022|$40,276|$28,219|—|—|$12,057|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/purple-strategies-llc-401k-plan)

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