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Original filing (PDF)20251124164945NAL0002008961001
PORCH.COM, INC.
Form 5500
FILING_RECEIVED
PORCH 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureLate filing · 0.3 mo
Active participants
687
Accounts w/ balance
774
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Filed 0.3 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORCH.COM, INC..
Plan sponsor
Name
PORCH.COM, INC.
EIN
90-0781625
Address
411 1ST AVE S SUITE 501 · SEATTLE, WA · 98104
Phone
(855) 767-2400
Industry
All Other Professional Services· 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
2025-11-24
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)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 04-2654524 | — | ADVISOR | $50K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 17 pooled funds· $54.7M(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
$33.7M
27 holdings
Common Collective Trust
$20.7M
17 holdings
Mutual Funds
$303K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | — | — | — | $8.8M | 23.2% | |
| T. Rowe Price Retirement 2045 Trust Class E N/R | — | — | — | $3.9M | 10.2% | |
| TRP RETIRE 2045 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.9M | 10.2% | |
| T. Rowe Price Retirement 2050 Trust Class E N/R | — | — | — | $3.1M | 8.2% | |
| TRP RETIRE 2050 E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.1M | 8.2% | |
| T. Rowe Price Retirement 2055 Trust Class E N/R | — | — | — | $2.8M | 7.5% | |
| TRP RETIRE 2055 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.5% | |
| T. Rowe Price Retirement 2040 Trust Class E N/R | — | — | — | $2.6M | 7.0% | |
| TRP RETIRE 2040 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.0% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.2M | 5.8% | |
| Fidelity International Index Fund N/R | — | — | — | $1.5M | 4.0% | |
| T. Rowe Price Retirement 2035 Trust Class E N/R | — | — | — | $1.3M | 3.4% | |
| TRP RETIRE 2035 E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| Fidelity US Bond Index Fund N/R | — | — | — | $1.1M | 3.0% | |
| Putnam Large Cap Value Trust Class I N/R | — | — | — | $1.1M | 2.8% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| T. Rowe Price Retirement 2030 Trust Class E N/R | — | — | — | $1.0M | 2.7% | |
| TRP RETIRE 2030 E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| MFS International Diversification Fund Class R6 N/R | — | — | — | $938K | 2.5% | |
| T. Rowe Price Retirement Balanced Fund Class E N/R | — | — | — | $929K | 2.5% | |
| TRP RETIRE BAL E T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $929K | 2.5% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $839K | 2.2% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $678K | 1.8% | |
| T. Rowe Price Retirement 2060 Trust Class E N/R | — | — | — | $650K | 1.7% | |
| TRP RETIRE 2060 E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $650K | 1.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $552K | 1.5% | |
| PIMCO Income Fund Institutional Class N/R | — | — | — | $525K | 1.4% | |
| Invesco Discovery Fund Class R6 N/R | — | — | — | $519K | 1.4% | |
| Notes Receivable from Participants * Participant Loans Interest rates: 3.25% - 10.50% $0 | — | — | — | $361K | 1.0% | |
| Cohen & Steers Realty Shares Z N/R | Mutual Funds | — | — | $303K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 N/R | — | — | — | $275K | 0.7% | |
| T. Rowe Price Retirement 2025 Trust Class E N/R | — | — | — | $214K | 0.6% | |
| TRP RETIRE 2025 E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $214K | 0.6% | |
| John Hancock Bond Fund Class R6 N/R | — | — | — | $211K | 0.6% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $141K | 0.4% | |
| T. Rowe Price Retirement 2010 Trust Class E N/R | — | — | — | $91K | 0.2% | |
| TRP RETIRE 2010 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $91K | 0.2% | |
| Columbia Small Cap Value II I3 N/R | — | — | — | $55K | 0.1% | |
| T. Rowe Price Retirement 2065 Trust Class E N/R | — | — | — | $51K | 0.1% | |
| TRP RETIRE 2065 E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $51K | 0.1% | |
| T. Rowe Price Retirement 2015 Trust Class E N/R | — | — | — | $47K | 0.1% | |
| TRP RETIRE 2015 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $47K | 0.1% | |
| T. Rowe Price Retirement 2020 Trust Class E N/R | — | — | — | $15K | <0.1% | |
| TRP RETIRE 2020 E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund Class K6 N/R | — | — | — | $7K | <0.1% |
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