How big is Portalogix's plan?

Portalogix's plan reported $1.6M in assets and 1 participants for 2024.

Original filing (PDF)20250917112252NAL0000546466001

Portalogix

Name: Portalogix — Crescent Moon Savings and Retirement, Form 5500 (2024)
Creator: Portalogix
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crescent Moon Savings and Retirement Plan

401(k) retirement plan · Portalogix's Crescent Moon Savings and Retirement Plan held $1.6M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Portalogix's EIN is 16-1477715.

EIN 16-1477715

Plan number 001

Plan year 2024

ACK ID 20250917112252NAL0000546466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Portalogix from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Portalogix's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTALOGIX.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

PORTALOGIX

EIN

all filings

Address

6107 LOOMIS ROAD · FARMINGTON, NY · 144257082

Phone

(585) 315-0004

Industry

Admin Support & Waste Mgmt

Plan administrator