How big is Porte Brown Wealth Management LLC's plan?

Porte Brown Wealth Management LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251009091026NAL0010624272001

Porte Brown Wealth Management LLC

Name: Porte Brown Wealth Management LLC — Porte Brown, Form 5500 (2024)
Creator: Porte Brown Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Porte Brown Wealth Management LLC 401(k) Plan

401(k) retirement plan · Porte Brown Wealth Management LLC's Porte Brown Wealth Management LLC 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

RON Manso signed Porte Brown Wealth Management LLC's 2024 Form 5500 as plan administrator.

RON Manso — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Porte Brown Wealth Management LLC's EIN is 26-4234710.

EIN 26-4234710

Plan number 001

Plan year 2024

ACK ID 20251009091026NAL0010624272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Porte Brown Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Porte Brown Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTE BROWN WEALTH MANAGEMENT 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