Original filing (PDF)20250912144258NAL0000879827001

PORTABLE SOLUTIONS GROUP

Name: PORTABLE SOLUTIONS GROUP — PORTABLE SOLUTIONS GROUP 401K PLAN, Form 5500 (2024)
Creator: PORTABLE SOLUTIONS GROUP

Form 5500-SF

FILING_RECEIVED

PORTABLE SOLUTIONS GROUP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORTABLE SOLUTIONS GROUP.

Plan sponsor

Name

PORTABLE SOLUTIONS GROUP

EIN

20-8620733

Address

P. O. BOX 402 · WORTHINGTON, KY · 41183

Phone

(740) 532-7822

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

PACIFIC RETIREMENT PLANS, INC.

PACIFIC RETIREMENT PLANS, INC. PROFIT SHARING 401(K) PLAN

$3.9M · 5 participants

PLAN COMPLIANCE SERVICES, INC.

ENVISION RETIREMENT SAVINGS PLAN

$3.9M · 301 participants

MCT MANAGEMENT, LLC

TUSKES MANAGEMENT, INC. 401(K) PLAN

$3.8M · 100 participants

CONCEPT PART SOLUTIONS

CPS 401(K) PLAN

$3.9M · 28 participants

CONSULTUS, LLC

CONSULTUS, LLC SAFE HARBOR 401(K) PLAN

$3.8M · 60 participants