Original filing (PDF)20251010154215NAL0004383827001

THE PORCH AT WINTER PARK, LLC

Name: THE PORCH AT WINTER PARK, LLC — THE PORCH 401(K) PLAN, Form 5500 (2024)
Creator: THE PORCH AT WINTER PARK, LLC

Form 5500-SF

FILING_RECEIVED

THE PORCH 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

115

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PORCH AT WINTER PARK, LLC.

Plan sponsor

Name

THE PORCH AT WINTER PARK, LLC

EIN

46-4215014

Address

643 N. ORANGE AVE · WINTER PARK, FL · 32789

Phone

(407) 571-9101

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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