How big is Portland Marketing Analytics, LLC's plan?

Portland Marketing Analytics, LLC's plan reported $502K in assets and 4 participants for 2025.

Original filing (PDF)20260423220110NAL0005224913072

Portland Marketing Analytics, LLC

Name: Portland Marketing Analytics, LLC — Portland Marketi, Form 5500 (2025)
Creator: Portland Marketing Analytics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portland Marketing Analytics 401(k) Plan

401(k) retirement plan · Portland Marketing Analytics, LLC's Portland Marketing Analytics 401(k) Plan held $502K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

People on this filing

Elantha Barry signed Portland Marketing Analytics, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Portland Marketing Analytics, LLC's EIN is 27-1690232.

EIN 27-1690232

Plan number 001

Plan year 2025

ACK ID 20260423220110NAL0005224913072

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Portland Marketing Analytics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Portland Marketing Analytics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLAND MARKETING ANALYTICS, 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 (90th percentile).

Plan sponsor

Name

PORTLAND MARKETING ANALYTICS, LLC

EIN

all filings

Address

400 CONGRESS STREET #15044 · PORTLAND, ME · 041125044

Phone

(800) 917-9983

Industry

Professional & Technical Services

Plan administrator