How big is Portland Research Group's plan?

Portland Research Group's plan reported $2.3M in assets and 1 participants for 2024.

Original filing (PDF)20250707110009NAL0001928675003

Portland Research Group

Name: Portland Research Group — PRG 401(k) Profit Sharing, Form 5500 (2024)
Creator: Portland Research Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PRG 401(k) Profit Sharing Plan

401(k) retirement plan · Portland Research Group's PRG 401(k) Profit Sharing Plan held $2.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Bruce M. Lockwood signed Portland Research Group's 2024 Form 5500 as plan administrator.

Bruce M. Lockwood — 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

Portland Research Group's EIN is 01-0534251.

EIN 01-0534251

Plan number 001

Plan year 2024

ACK ID 20250707110009NAL0001928675003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portland Research Group's plan includes profit-sharing, 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 PORTLAND RESEARCH GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PORTLAND RESEARCH GROUP

EIN

all filings

Address

9 HUNTS POINT ROAD · CAPE ELIZABETH, ME · 041072925

Phone

(207) 699-9261

Industry

Professional & Technical Services

Plan administrator