Old Port

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

21,579

Total plan assets

$681.3M

Filings (rows)

Direct comp

$85K

Indirect comp

Aggregating 2 name variants under "OLD PORT"

Click a variant to view it alone

OLD PORT ADVISORS5 OLD PORT ADVISORS/TRACY ROGERS1

SERVICES PROVIDED

Advisor / Consultant3

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plan Professionals, LLC Open PEP · all filings	SHREWSBURY, NJ	Investment manager	18,762	$355.0M	$10K	$0
University of New England University of New England Defined Contribution Plan · all filings	BIDDEFORD, ME	Advisor / Consultant	1,077	$197.5M	$17K	$0
Northern Maine Medical Center Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association · all filings	FORT KENT, ME	Advisor / Consultant	417	$37.2M	$11K	$0
Northern Maine Medical Center Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association · all filings	FORT KENT, ME	Investment manager	449	$35.7M	$21K	$0
Northern Maine Medical Center Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association · all filings	FORT KENT, ME	Investment manager	494	$35.2M	$16K	$0
Houlton Regional Hospital Houlton Regional Hospital 403(b) Savings Plan · all filings	HOULTON, ME	Advisor / Consultant	380	$20.8M	$11K	$0