Original filing (PDF)20250715155154NAL0005116338001

PORT ADVISORS, LLC

Name: PORT ADVISORS, LLC — PORT ADVISORS, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: PORT ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

PORT ADVISORS, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORT ADVISORS, LLC.

Plan sponsor

Name

PORT ADVISORS, LLC

EIN

37-2036231

Address

322 EAST MICHIGAN STREET · SUITE 500 · MILWAUKEE, WI · 53202

Phone

(414) 225-0484

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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