· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PORTLAND WEST FAMILY PRACTICE LLC — PORTLAND WEST FAMILY PRACTICE LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613144207NAL0017633793001
PORTLAND WEST FAMILY PRACTICE LLC
Form 5500-SF
FILING_RECEIVED
PORTLAND WEST FAMILY PRACTICE LLC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$636K
Net assets (EOY)
$636K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PORTLAND WEST FAMILY PRACTICE LLC
.
Find decision makers
Plan sponsor
Name
PORTLAND WEST FAMILY PRACTICE LLC
EIN
20-1100772
Address
114 STROUDWATER STREET · WESTBROOK, ME · 04062
Phone
(207) 229-2190
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
FIDUCIARY WISE LLC FBO FIRST BAPTIST MEDICAL CENTER, LLC
CPR ADVISOR K MEP FIDUCIARY WISE LLC
$636K · 164 participants
LAWRENCE J. HANDLER, MD
LAWRENCE J. HANDLER, MD 401(K) PROFIT SHARING PLAN
$636K · 1 participants
JOSE DE JESUS TREVINO PAIN MANAGEMENT CENTER, P.A.
JOSE DE JESUS TREVINO, M.D., P.A. 401(K) PLAN
$636K · 8 participants
YEE MEDICINE & PEDIATRIC ASSOCIATES, PC
YEE MEDICINE & PEDIATRIC ASSOCIATES, PC 401(K) PLAN
$636K · 3 participants
JEROME E. HESTER, MD, A MEDICAL CORPORATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JEROME E. HESTER, MD, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN
$636K · 3 participants
GETLABS, INC.
GETLABS, INC. 401(K) PLAN
$636K · 100 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
