Original filing (PDF)20250512155403NAL0011507555001

PORTER, CARSWELL & RAYA, CHARTERED

Name: PORTER, CARSWELL & RAYA, CHARTERED — PORTER CARSWELL & RAYA CHARTERED 401K PSP, Form 5500 (2024)
Creator: PORTER, CARSWELL & RAYA, CHARTERED

Form 5500-SF

FILING_RECEIVED

PORTER CARSWELL & RAYA CHARTERED 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTER, CARSWELL & RAYA, CHARTERED.

Plan sponsor

Name

PORTER, CARSWELL & RAYA, CHARTERED

EIN

92-1320849all filings

Address

214 W MAIN ST · VALLEY CENTER, KS · 67147

Phone

(316) 755-0033

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator