How big is AGEE Clymer Mitchell Portman's plan?

AGEE Clymer Mitchell Portman's plan reported $406K in assets and 19 participants for 2024.

Original filing (PDF)20250729140613NAL0001374019001

AGEE Clymer Mitchell Portman

Name: AGEE Clymer Mitchell Portman — AGEE Clymer Mitchell, Form 5500 (2024)
Creator: AGEE Clymer Mitchell Portman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGEE Clymer Mitchell Portman SOCA Benefit Plan

Health & welfare plan · AGEE Clymer Mitchell Portman's AGEE Clymer Mitchell Portman SOCA Benefit Plan held $406K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$406K

Net assets (EOY)

$144K

People on this filing

Matt Appenzeller signed AGEE Clymer Mitchell Portman's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

AGEE Clymer Mitchell Portman's EIN is 31-0980384.

EIN 31-0980384

Plan number 501

Plan year 2024

ACK ID 20250729140613NAL0001374019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AGEE Clymer Mitchell Portman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AGEE Clymer Mitchell Portman's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGEE CLYMER MITCHELL PORTMAN.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score