What public Form 5500 filings show about the Portfolio Services Limited, Inc. 401(k) plan — and how to find and check your own account.
Portfolio Services Limited, Inc. (EIN 80-0065794) reports PORTFOLIO 401(K) PLAN on its most recent Form 5500, with $25.2M in plan assets across 390 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 Services Limited, Inc. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Portfolio Services Limited, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MIRACLE MILE ADVISORS.
