· 2022–2024 · DOL EFAST2

THE ENRICO AND SANDRA DI PORTANO — THE ENRICO AND SANDRA DI PORTANOVA CHARITABLE FOUNDATION, Form 5500 (2024)

Original filing (PDF)20250617150540NAL0001707617001

THE ENRICO AND SANDRA DI PORTANO

Form 5500-SF

FILING_RECEIVED

THE ENRICO AND SANDRA DI PORTANOVA CHARITABLE FOUNDATION

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ENRICO AND SANDRA DI PORTANO.

Plan sponsor

Name

THE ENRICO AND SANDRA DI PORTANO

EIN

76-0408460all filings

Address

3555 TIMMONS LANE · SUITE 650 · HOUSTON, TX · 77027

Phone

(713) 624-5510

Industry

Other Services (ex. Public Admin)see 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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LOCHMOOR CLUB, INC.

LOCHMOOR CLUB 401(K) PROFIT SHARING PLAN

$364K · 32 participants

ONE WORLD EDUCATION

ONE WORLD EDUCATION 403(B) PLAN

$364K · 9 participants

AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY

AOFAS 403 B PLAN

EXCESSIVE WEALTH DISORDER INSTITUTE (EWDI)

EWDI 401(K) PLAN

$364K · 5 participants

DALLAS FORT WORTH METROPOLITAN NEW CAR

DFWNCDA 403(B) PLAN

$364K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.