How big is Porter & Curtis, LLC's plan?

Porter & Curtis, LLC's plan reported $7.2M in assets and 14 participants for 2024.

Original filing (PDF)20250708115432NAL0002227827001

Porter & Curtis, LLC

Name: Porter & Curtis, LLC — Porter & Curtis, LLC 401(k), Form 5500 (2024)
Creator: Porter & Curtis, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Porter & Curtis, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Porter & Curtis, LLC's Porter & Curtis, LLC 401(k) Profit Sharing Plan and Trust held $7.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Porter & Curtis, LLC's EIN is 23-2975251.

EIN 23-2975251

Plan number 001

Plan year 2024

ACK ID 20250708115432NAL0002227827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Porter & Curtis, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Porter & Curtis, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

PORTER & CURTIS, LLC

EIN

all filings

Address

225 STATE ROAD · MEDIA, PA · 19063

Phone

(610) 891-9689

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator