Laura Flores signed Porter, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Porter, Inc.'s EIN is 35-1372361.
Download the official 2023 Form 5500 (PDF) for Porter, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Porter, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES, INC. | 95-2755361 | — | RETAINED BY PLAN SPONSOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Trust Company LLC JPMorgan Large Cap Growth Fund | Common Stocks | — | — | $11.3M | 21.2% | |
| GALLIARD STABLE RETURN FUND F WELLS FARGO BANK, N.A. · EIN 52-2250957 / PN 001 | Common Collective Trust | — | — | $7.4M | 13.9% | |
| John Hancock Trust Company LLC American Funds American Balanced Fund | Mutual Funds | — | — | $6.4M | 12.1% | |
| John Hancock Trust Company LLC Fidelity Contrafund Fund | Mutual Funds | — | — | $6.4M | 12.1% | |
| John Hancock Trust Company LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.3M | 10.0% | |
| John Hancock Trust Company LLC John Hancock Bond Fund | Common Stocks | — | — | $4.4M | 8.2% | |
| John Hancock Trust Company LLC Fidelity International Index Fund | Common Collective Trusts | — | — | $1.8M | 3.4% | |
| John Hancock Trust Company LLC John Hancock Disciplined Value Mid Cap Fund | Common Stocks | — | — | $1.5M | 2.9% | |
| John Hancock Trust Company LLC MFS Value Fund | Mutual Funds | — | — | $1.3M | 2.5% | |
| John Hancock Trust Company LLC American Funds New Perspective Fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| John Hancock Trust Company LLC Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $967K | 1.8% | |
| John Hancock Trust Company LLC Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $774K | 1.5% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2060 Lifetime Portfolio | Common Stocks | — | — | $739K | 1.4% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2045 Lifetime Portfolio | Common Stocks | — | — | $628K | 1.2% | |
| John Hancock Trust Company LLC PIMCO Small Cap Stocks Plus Institutional Fund | Mutual Funds | — | — | $465K | 0.9% | |
| John Hancock Trust Company LLC MFS International Diversification Fund | Mutual Funds | — | — | $452K | 0.9% | |
| June 2029 | Other securities | — | — | $386K | 0.7% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2050 Lifetime Portfolio | Common Stocks | — | — | $316K | 0.6% | |
| John Hancock Trust Company LLC Columbia Small Cap Index Institutional Fund | Common Stocks | — | — | $269K | 0.5% | |
| John Hancock Trust Company LLC The Hartford MidCap Fund | Common Stocks | — | — | $267K | 0.5% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2055 Lifetime Portfolio | Common Stocks | — | — | $189K | 0.4% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2030 Lifetime Portfolio | Common Stocks | — | — | $181K | 0.3% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2035 Lifetime Portfolio | Common Stocks | — | — | $166K | 0.3% | |
| John Hancock Trust Company LLC JP Morgan Smal Cap Growth Fund | Common Stocks | — | — | $151K | 0.3% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2040 Lifetime Portfolio | Common Stocks | — | — | $101K | 0.2% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2025 Lifetime Portfolio | Common Stocks | — | — | $88K | 0.2% | |
| John Hancock Trust Company LLC T. Rowe Price Emerging Markets Stock Fund | Common Stocks | — | — | $48K | <0.1% | |
| John Hancock Trust Company LLC JPMorgan US Government Money Market Fund | Cash / Money Market | — | — | $21K | <0.1% | |
| John Hancock Trust Company LLC John Hancock Multi-Index 2010 Lifetime Portfolio | Common Stocks | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
