How big is Portner Bond, LLC's plan?

Portner Bond, LLC's plan reported $2.5M in assets and 8 participants for 2025.

Original filing (PDF)20260225194314NAL0003492913001

Portner Bond, LLC

Name: Portner Bond, LLC — Portner Bond, LLC 401(k) Plan, Form 5500 (2025)
Creator: Portner Bond, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portner Bond, LLC 401(k) Plan

401(k) retirement plan · Portner Bond, LLC's Portner Bond, LLC 401(k) Plan held $2.5M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Portner Bond, LLC's EIN is 27-4596348.

EIN 27-4596348

Plan number 001

Plan year 2025

ACK ID 20260225194314NAL0003492913001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Portner Bond, 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 PORTNER BOND, 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 (85th percentile).

Plan sponsor

Name

PORTNER BOND, LLC

EIN

all filings

Address

1905 CALDER AVE · BEAUMONT, TX · 77701

Phone

(409) 203-2302

Industry

Law Offices· Professional & Technical Services

Plan administrator