Pure Financial Advisors 401(k) match, vesting and fees
What Pure Financial Advisors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Gatto Pope & Walwick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Pure Financial Advisors: employer contribution per participant | $6,004 | |
| Peer median | $1,684 |
| Pure Financial Advisors: average balance | $140,251 | |
| Peer median | $62,952 |
| Pure Financial Advisors: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.8M at the end of plan year 2022 to $19.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 155 | $19.9M | $853K | $6,004 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 136 | $16M | $748K | $5,796 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 124 | $11.8M | $555K | $4,745 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Pure Financial Advisors match 401(k) contributions?
The match terms for the Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T have not been published from its filing yet. The plan year 2024 filing reports $853K in employer contributions, about $6,004 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pure Financial Advisors 401(k) match vested?
The vesting schedule for the Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pure Financial Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Pure Financial Advisors, LLC.
I left Pure Financial Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pure Financial Advisors, LLC, (619) 814-4100) or the recordkeeper, ADP, Inc.. The Pure Financial Advisors old 401(k) page lists the contacts from every plan filing. Find an old Pure Financial Advisors 401(k)
Data from the public Form 5500 annual reports Pure Financial Advisors filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pure Financial Advisors. Not financial advice. Report a correction · Methodology