How big is Port Resources' plan?

Port Resources' plan reported $3.4M in assets and 207 participants for 2024.

Original filing (PDF)20251015132451NAL0002360435001

Port Resources

Name: Port Resources — Port Resources Savings and, Form 5500 (2024)
Creator: Port Resources
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Port Resources Savings and Retirement Plan

401(k) retirement plan · Port Resources' Port Resources Savings and Retirement Plan held $3.4M in plan assets for 207 participants in 2024, with Mutual of America as recordkeeper.

Active participants

207

Accounts w/ balance

112

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Karen Macdonald-Fowler signed Port Resources' 2024 Form 5500 as plan administrator.

Karen Macdonald-Fowler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Port Resources' EIN is 01-0367582.

EIN 01-0367582

Plan number 002

Plan year 2024

ACK ID 20251015132451NAL0002360435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Port Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Port Resources' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORT RESOURCES.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

PORT RESOURCES

EIN

all filings

Address

280 B GANNETT DRIVE · SOUTH PORTLAND, ME · 04106

Phone

(207) 828-0048

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

OUELLETTE & ASSOCIATES PA

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$2K	—

Investments

26 direct securities· $3.4M(100% of reported assets)

Other securities

$2.9M

14 holdings

Common Collective Trusts

$295K

6 holdings

Bonds / Notes

$148K

1 holding

Mutual Funds

$87K

4 holdings

U.S. Treasuries

$30K

1 holding

					% of plan
Mutual of America 2030 Retirement Fund Mutual Fund 	Other securities	—	—	$541K	15.8%
Mutual of America 2050 Retirement Fund Mutual Fund 	Other securities	—	—	$450K	13.1%
Mutual of America 2045 Retirement Fund Mutual Fund 	Other securities	—	—	$442K	12.9%
Mutual of America 2035 Retirement Fund Mutual Fund 	Other securities	—	—	$380K	11.1%
Mutual of America 2040 Retirement Fund Mutual Fund 	Other securities	—	—	$319K	9.3%
Mutual of America 2055 Retirement Fund Mutual Fund 	Other securities	—	—	$234K	6.8%
Mutual of America Equity Index Fund Mutual Fund 	Common Collective Trusts	—	—	$149K	4.3%
Participant Loans Interest @ 4.25-9.5% $ -	Bonds / Notes	—	—	$148K	4.3%
Mutual of America 2020 Retirement Fund Mutual Fund 	Other securities	—	—	$125K	3.7%
Mutual of America 2060 Retirement Fund Mutual Fund 	Other securities	—	—	$101K	3.0%
Blackrock Mid-Cap Growth Equity Portfolio Class K Mutual Fund 	Other securities	—	—	$77K	2.2%
Calvert International Responsible Index Fund Class R6 Mutual Fund 	Common Collective Trusts	—	—	$62K	1.8%
Mutual of America 2025 Retirement Fund Mutual Fund 	Other securities	—	—	$53K	1.5%
T. Rowe Price Blue Chip Growth Fund I Class Mutual Fund 	Other securities	—	—	$50K	1.5%
Vanguard Treasury Money Market Fund Money Market 	Mutual Funds	—	—	$46K	1.3%
Mutual of America Small Cap Equity Index Fund Mutual Fund 	Common Collective Trusts	—	—	$44K	1.3%
Mutual of America Retirement Income Fund Mutual Fund 	Other securities	—	—	$43K	1.2%
Delaware Small Cap Value Fund Class R6 Mutual Fund 	Other securities	—	—	$37K	1.1%
Calvert Bond Fund Class R6 Mutual Fund 	U.S. Treasuries	—	—	$30K	0.9%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund 	Common Collective Trusts	—	—	$24K	0.7%
Vanguard International Growth Fund Admiral Shares Mutual Fund 	Mutual Funds	—	—	$21K	0.6%
Mutual of America 2065 Retirement Fund Mutual Fund 	Other securities	—	—	$14K	0.4%
Dodge & Cox Stock Fund Mutual Fund 	Mutual Funds	—	—	$13K	0.4%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund 	Common Collective Trusts	—	—	$11K	0.3%
MFS Mid Cap Value Fund Class R6 Mutual Fund 	Mutual Funds	—	—	$7K	0.2%
Mutual of America Mid-Cap Equity Index Fund Mutual Fund 	Common Collective Trusts	—	—	$5K	0.2%