Retirement plan

PURE LIGHT ELECTRIC, LLC 401(K) PLAN

Name: PURE LIGHT ELECTRIC, LLC - PURE LIGHT ELECTRIC, LLC 401(K) PLAN (2025) Form 5500
Creator: PURE LIGHT ELECTRIC, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PURE LIGHT ELECTRIC, LLC 401(K) PLAN, PURE LIGHT ELECTRIC, LLC

PURE LIGHT ELECTRIC, LLCEIN 82-3828003Plan #001PY 2025

9008 E. 92ND ST. - KANSAS CITY, MO 64138913-278-6049purelightelectric.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$82K

+265.4% from 2024

Total participants

+71.4% from 2024

Average account balance

$16,384

+192.3% from 2024

Annual return

46.90%

+26.97 pp from 2024

Benchmarks

See 693 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort693 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$82K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$16K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

41.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+46.90%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$46

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$228

$19 / participant

Other / not subdivided$228100.0%

% of EOY assets

0.278%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,384

$123,898-86.8%

$116,538-85.9%

$155,188-89.4%

Participation rate

41.7%

83.7%-42.1pp

82.6%-40.9pp

80.8%-39.1pp

Annual return

46.90%

16.04%+30.9pp

17.97%+28.9pp

148.84%-101.9pp

Employer contribution / active EE

$1,005

$4,739-78.8%

$4,541-77.9%

$4,248-76.3%

Participant deferral / active EE

$3,087

$6,400-51.8%

$6,207-50.3%

$6,531-52.7%

Admin fee / account holder

$46

$9,174-99.5%

$8,737-99.5%

$14,480-99.7%

PURE LIGHT ELECTRIC, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PURE LIGHT ELECTRIC, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion