How big is Pontrelli Agency, LLC's plan?

Pontrelli Agency, LLC's plan reported $80K in assets and 4 participants for 2024.

Original filing (PDF)20250717132734NAL0000591090001

Pontrelli Agency, LLC

Name: Pontrelli Agency, LLC — Pontrelli Agency, LLC, Form 5500 (2024)
Creator: Pontrelli Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pontrelli Agency, LLC Retirement Plan

401(k) retirement plan · Pontrelli Agency, LLC's Pontrelli Agency, LLC Retirement Plan held $80K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

People on this filing

Plan Sponsor signed Pontrelli Agency, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Pontrelli Agency, LLC's EIN is 82-3096054.

EIN 82-3096054

Plan number 001

Plan year 2024

ACK ID 20250717132734NAL0000591090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pontrelli Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

PONTRELLI AGENCY, LLC

EIN

all filings

Address

14250 SOUTHWEST BARROWS ROAD · SUITE 2 · TIGARD, OR · 97223

Phone

(503) 327-9278

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator