What public Form 5500 filings show about the Portfolio Design Labs, LLC 401(k) plan — and how to find and check your own account.
Portfolio Design Labs, LLC (EIN 87-3864976) reports PORTFOLIO DESIGN LABS, LLC RETIREMENT TRUST on its most recent Form 5500, with $90K in plan assets across 3 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 Design Labs, LLC filing — schedules, fees, and providers.
Portfolio Design Labs, 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 Portfolio Design Labs, LLCHR for the recordkeeper’s name and login.
