Purvis Systems, Inc. Retirement Plan
Sponsored by Purvis Systems Inc · EIN 112299301 · Plan #002
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 254
- With balances
- 323
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $33,542 |
| Pentegra Services Inc | Contract administrator | $24,243 |
| Sansiveri Kimball & Co Llp | Accounting | $19,400 |
| Flexpath Strategies Llc | Other fees | $13,974 |
| Greater Newport Chamber Of Commerce | Other fees | $240 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |