How big is Consumer Agent Portal, LLC's plan?

Consumer Agent Portal, LLC's plan reported $3.7M in assets and 25 participants for 2024.

Original filing (PDF)20251013133021NAL0003006146001

Consumer Agent Portal, LLC

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

Form 5500-SF

FILING_RECEIVED

Consumer Agent Portal, LLC 401(k) Plan

401(k) retirement plan · Consumer Agent Portal, LLC's Consumer Agent Portal, LLC 401(k) Plan held $3.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Janice Carlson signed Consumer Agent Portal, LLC's 2024 Form 5500 as plan administrator.

Janice Carlson — 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

Consumer Agent Portal, LLC's EIN is 27-4986043.

EIN 27-4986043

Plan number 001

Plan year 2024

ACK ID 20251013133021NAL0003006146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Consumer Agent Portal, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Consumer Agent Portal, 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 CONSUMER AGENT PORTAL, 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