Original filing (PDF)20241010012040NAL0038818818001

PORTER SPEARS LIMITED PARTNERSHIP DBA PORTER INSURANCE AGENCY

Name: PORTER SPEARS LIMITED PARTNERSHIP DBA PORTER INSURANCE AGENCY — PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PORTER SPEARS LIMITED PARTNERSHIP DBA PORTER INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

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 average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTER SPEARS LIMITED PARTNERSHIP DBA PORTER INSURANCE AGENCY.

Plan sponsor

Name

PORTER SPEARS LIMITED PARTNERSHIP DBA PORTER INSURANCE AGENCY

EIN

36-4880922

Address

100 N. FISK · BROWNWOOD, TX · 76801

Phone

(325) 646-9586

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator