Original filing (PDF)20251007165608NAL0002834915001

Laporte Financial, LLC

Name: Laporte Financial, LLC — Laporte Financial, LLC, Form 5500 (2024)
Creator: Laporte Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laporte Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Laporte Financial, LLC's Laporte Financial, LLC 401(k) Profit Sharing Plan held $558K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$558K

Net assets (EOY)

$558K

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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

LAPORTE FINANCIAL, LLC

EIN

26-1316809all filings

Address

2 W. OAKLAND AVE., STE 200 · OAKLAND, FL · 34760

Phone

(407) 395-9720

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