PORTFOLIO ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score
96
/ 100
Grade A
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
85
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORTFOLIO ASSOCIATES, INC..
