How big is Old Port Advisors' plan?

Old Port Advisors' plan reported $2.3M in assets and 12 participants for 2024.

Original filing (PDF)20250709100200NAL0003248355001

Old Port Advisors

Name: Old Port Advisors — Old Port Advisors 401(k) Plan, Form 5500 (2024)
Creator: Old Port Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Old Port Advisors 401(k) Plan

401(k) retirement plan · Old Port Advisors' Old Port Advisors 401(k) Plan held $2.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Fredric W. Williams signed Old Port Advisors' 2024 Form 5500 as plan administrator.

Fredric W. Williams — 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

Old Port Advisors' EIN is 01-0488404.

EIN 01-0488404

Plan number 001

Plan year 2024

ACK ID 20250709100200NAL0003248355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Old Port Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score