What public Form 5500 filings show about the Portfolio Advisors LLC 401(k) plan — and how to find and check your own account.
Portfolio Advisors LLC (EIN 06-1487853) reports PORTFOLIO ADVISORS LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Portfolio Advisors LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Portfolio Advisors LLC 401(k).
