Original filing (PDF)20250616150445NAL0001063361001

LAW OFFICES OF PETER E. BORT

Name: LAW OFFICES OF PETER E. BORT — BORT, PETER E. LAW OFFICES OF, Form 5500 (2024)
Creator: LAW OFFICES OF PETER E. BORT

Form 5500-SF

FILING_RECEIVED

BORT, PETER E. LAW OFFICES OF

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 LAW OFFICES OF PETER E. BORT.

Plan sponsor

Name

LAW OFFICES OF PETER E. BORT

EIN

23-3023441

Address

PO BOX 311 · VALLEY FORGE, PA · 19481

Phone

(610) 933-9700

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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