AUMdb

Porter, Inc. 401(k) Profit Sharing Plan

Sponsored by Porter, Inc. · EIN 351372361 · Plan #001

Total assets
$56.0M
Net assets
$56.0M
Active participants
292
With balances
341

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Direct payment from the plan $84,871
Wilshire Associates, Inc. Investment advisory (plan) $10,657