Original filing (PDF)20250415220543NAL0004117649038

WILLIAM PORTER INSURANCE AGENCY INC

Name: WILLIAM PORTER INSURANCE AGENCY INC — LIAM PORTER INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM PORTER INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

LIAM PORTER INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILLIAM PORTER INSURANCE AGENCY INC

EIN

47-4627503all filings

Address

6701 WEST 64TH ST · SUITE 322 · OVERLAND PARK, KS · 66202

Phone

(816) 753-4334

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator