Department of Labor filing

PORTCO, INC.

PORTCO, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

49filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,187

Reported employer contributions per active participant.

Higher than about 47% of comparable plans

#People in the filing

311

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$112 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 53% of comparable plans

↗Investment performance

Not available

Plan assets changed 40.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202449out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions47th percentileTypical peer $1,290 · based on 359 comparable plans

Lower reported administrative expense53rd percentileTypical peer $127 · based on 384 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PORTCO, INC. reported $369,303 in employer contributions across the plan and 311 active participants. That works out to $1,187 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy89%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 10.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 60.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context49/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $369,303
Participant contributions: $127,589
Other contributions: $346,600
Employer share of reported contributions: 74.3%
Beginning assets: $2,170,397
Ending assets: $3,039,575
Ending net assets: $3,039,575
Ending liabilities: Not reported
Total income: $1,164,653
Total expenses: $295,475
Administrative expenses: $30,063
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,324

2023

$1,751

2024

$1,187

Plan-paid administrative expenses per participant

2022

$70

2023

$82

2024

$112

Active participants

2022

325

2023

236

2024

311

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,187	311	3M	20251008102238NAL0005394993001
2023	$1,751	236	2.2M	20240906071147NAL0000507107001
2022	$1,324	325	1.7M	20231012085853NAL0062724434001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 541598359-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2001
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20251008102238NAL0005394993001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗