How big is Portfolio, LLC's plan?

Portfolio, LLC's plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20250304145500NAL0014195362001

Portfolio, LLC

Name: Portfolio, LLC — Portfolio Wealth Advisors 401(k), Form 5500 (2024)
Creator: Portfolio, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portfolio Wealth Advisors 401(k) Plan

401(k) retirement plan · Portfolio, LLC's Portfolio Wealth Advisors 401(k) Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Lee Munson signed Portfolio, LLC's 2024 Form 5500 as plan administrator.

Lee Munson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Portfolio, LLC's EIN is 26-1648880.

EIN 26-1648880

Plan number 001

Plan year 2024

ACK ID 20250304145500NAL0014195362001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portfolio, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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