How big is Bruce Porter Agency's plan?

Bruce Porter Agency's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20251015110517NAL0004664833001

Bruce Porter Agency

Name: Bruce Porter Agency — Bruce Porter Agency 401(k), Form 5500 (2024)
Creator: Bruce Porter Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bruce Porter Agency 401(k) Plan

401(k) retirement plan · Bruce Porter Agency's Bruce Porter Agency 401(k) Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Bruce Porter signed Bruce Porter Agency's 2024 Form 5500 as plan administrator.

Bruce Porter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bruce Porter Agency's EIN is 56-2412192.

EIN 56-2412192

Plan number 001

Plan year 2024

ACK ID 20251015110517NAL0004664833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bruce Porter Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bruce Porter Agency's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

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 (94th percentile).

Plan sponsor

Name

BRUCE PORTER AGENCY

EIN

all filings

Address

41 LIBERTY STREET · BATAVIA, NY · 14020

Phone

(585) 343-5010

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator