Original filing (PDF)20250730090125NAL0003788945001

PORTER SPECIAL UTILITY DISTRICT

Name: PORTER SPECIAL UTILITY DISTRICT — PORTER SPECIAL UTILITY DISTRICT RETIREMENT PLAN, Form 5500 (2024)
Creator: PORTER SPECIAL UTILITY DISTRICT

Form 5500-SF

FILING_RECEIVED

PORTER SPECIAL UTILITY DISTRICT RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

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 PORTER SPECIAL UTILITY DISTRICT.

Plan sponsor

Name

PORTER SPECIAL UTILITY DISTRICT

EIN

74-1648537

Address

22162 WATERWELL ROAD · PORTER, TX · 773655381

Phone

(281) 354-5922

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