Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Mixed - THE STANDARD INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PORTER HEDGES EMPLOYEE CAPITAL ACCUMULATION PLAN | 401k | $66.3M | 176 | 2024 | |
| 002 | PORTER HEDGES SALARY DEFERRAL 401(K) PLAN | 401k | $46.8M | 143 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PORTER HEDGES LLP EMPLOYEE GROUP INSURANCE PLAN | Mixed | THE STANDARD INSURANCE COMPANY | $457K | 220 | 2025 |