What public Form 5500 filings show about the Old Port Advisors 401(k) plan — and how to find and check your own account.
Old Port Advisors (EIN 01-0488404) reports OLD PORT ADVISORS 401K PLAN on its most recent Form 5500, with $2.3M in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Old Port Advisors filing — schedules, fees, and providers.
Old Port Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Old Port AdvisorsHR for the recordkeeper’s name and login.
