What public Form 5500 filings show about the Advanced Portfolio Design LLC 401(k) plan — and how to find and check your own account.
Advanced Portfolio Design LLC (EIN 20-5457214) reports ADVANCED PORTFOLIO DESIGN LLC 401(K) PROFIT SHARING PLAN AND T on its most recent Form 5500, with $479K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Advanced Portfolio Design LLC filing — schedules, fees, and providers.
Advanced Portfolio Design LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Advanced Portfolio Design LLCHR for the recordkeeper’s name and login.
