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Original filing (PDF)20251015173005NAL0007047472001
PORTER HEDGES LLP
Form 5500
FILING_RECEIVED
PORTER HEDGES EMPLOYEE CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
171
Plan assets (EOY)
$66.3M
Net assets (EOY)
$66.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORTER HEDGES LLP.
Plan sponsor
Name
PORTER HEDGES LLP
EIN
74-2174193
Address
1000 MAIN STREET 36TH FLOOR · HOUSTON, TX · 770026336
Phone
(713) 226-6649
Industry
Law Offices· Professional & Technical 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $25K | — |
Investments
37 direct securities · 2 pooled funds· $66.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$63.8M
36 holdings
Common Collective Trust
$2.4M
2 holdings
Mutual Funds
$86K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares - | — | — | — | $10.2M | 15.4% | |
| Vanguard Target Retirement 2035 Fund - | — | — | — | $5.7M | 8.6% | |
| Vanguard Dividend Growth Fund - | — | — | — | $4.2M | 6.3% | |
| Vanguard 500 Index Fund Admiral Shares - | — | — | — | $4.2M | 6.3% | |
| Vanguard Federal Money Market Fund - | — | — | — | $3.8M | 5.8% | |
| Vanguard Target Retirement 2040 Fund - | — | — | — | $3.6M | 5.4% | |
| Vanguard Target Retirement 2045 Fund - | — | — | — | $2.6M | 3.9% | |
| Participant-Directed Brokerage Accounts Schwab PCRA - Personal Choice Retirement Account - | — | — | — | $2.6M | 3.9% | |
| Harbor Capital Harbor Capital Appreciation Fund, Institutional Class - | — | — | — | $2.5M | 3.8% | |
| Vanguard Target Retirement 2025 Fund - | — | — | — | $2.5M | 3.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares - | — | — | — | $2.2M | 3.3% | |
| Vanguard Wellington Fund Admiral Shares - | — | — | — | $1.8M | 2.7% | |
| Vanguard Windsor II Fund Admiral Shares - | — | — | — | $1.7M | 2.6% | |
| Dodge & Cox Dodge & Cox Income Fund - | — | — | — | $1.7M | 2.5% | |
| Vanguard International Growth Fund Admiral Shares - | — | — | — | $1.6M | 2.5% | |
| JPMorgan Mid Cap Growth Fund; Class R6 - | — | — | — | $1.6M | 2.3% | |
| Vanguard Target Retirement 2030 Fund - | — | — | — | $1.5M | 2.3% | |
| Vanguard Target Retirement 2050 Fund - | — | — | — | $1.5M | 2.3% | |
| Vanguard Target Retirement 2020 Fund - | — | — | — | $1.4M | 2.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares - | — | — | — | $1.4M | 2.1% | |
| American Beacon American Beacon Small Cap Value, Institutional Shares - | — | — | — | $992K | 1.5% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares - | — | — | — | $857K | 1.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares - | — | — | — | $743K | 1.1% | |
| Participant loans Principal balances ranging up to $39,868 at interest rates ranging - | — | — | — | $736K | 1.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares - | — | — | — | $604K | 0.9% | |
| Vanguard Developed Markets Index Fund Admiral Shares - | — | — | — | $581K | 0.9% | |
| Vanguard Target Retirement Income - | — | — | — | $269K | 0.4% | |
| Vanguard Selected Value Fund - | — | — | — | $220K | 0.3% | |
| Vanguard Target Retirement 2055 Fund - | — | — | — | $213K | 0.3% | |
| Dodge & Cox Dodge & Cox Global Bond I - | — | — | — | $118K | 0.2% | |
| Fidelity Multi-Asset Income - | — | — | — | $94K | 0.1% | |
| AM Century AM Century Small Cap Growth R6 - | Mutual Funds | — | — | $86K | 0.1% | |
| BNY Mellon BNY Mellon Global Fixed Income Fund; Class Y - | — | — | — | $69K | 0.1% | |
| Vanguard Target Retirement 2060 Fund - | — | — | — | $32K | <0.1% | |
| T. Rowe Price T. Rowe Price Government Money I - | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2065 Fund - | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund - | — | — | — | $2K | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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