How big is Port Advisors, LLC's plan?

Port Advisors, LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250715160443NAL0001452755001

Port Advisors, LLC

Name: Port Advisors, LLC — Port Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: Port Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Port Advisors, LLC 401(k) Plan

401(k) retirement plan · Port Advisors, LLC's Port Advisors, LLC 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Port Advisors, LLC's EIN is 37-2036231.

EIN 37-2036231

Plan number 001

Plan year 2024

ACK ID 20250715160443NAL0001452755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Port Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORT ADVISORS, 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