Original filing (PDF)20250730113823NAL0002306819001

D.H. PORTER ENTERPRISES LLC

Name: D.H. PORTER ENTERPRISES LLC — THE HEALTH & WELFARE PLAN OF D.H. PORTER ENTERPRISES LLC, Form 5500 (2024)
Creator: D.H. PORTER ENTERPRISES LLC

Form 5500-SF

FILING_RECEIVED

THE HEALTH & WELFARE PLAN OF D.H. PORTER ENTERPRISES LLC

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$132K

Net assets (EOY)

$217K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D.H. PORTER ENTERPRISES LLC.

Plan sponsor

Name

D.H. PORTER ENTERPRISES LLC

EIN

16-1658130

Address

C/O TRUST MANAGEMENT SERVICES · 1 ALMADEN BLVD STE 750 · SAN JOSE, CA · 95113

Phone

(408) 377-3441

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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