PORTER, ROMINE AND HECK, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
20
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score
89
/ 100
Grade A
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
60
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORTER, ROMINE AND HECK, LLP.
Plan sponsor
Name
PORTER, ROMINE AND HECK, LLP
EIN
85-1809799
Address
1801 E. TAHQUITZ CANYON SUITE 202 · PALM SPRINGS, CA · 92262
Phone
(760) 325-9663
Industry
CPA Offices· Professional & Technical Servicessee all
