Original filing (PDF)20250211135604NAL0019098337001

PORTLAND HOUSE ADVISORS, INC.

Name: PORTLAND HOUSE ADVISORS, INC. — PORTLAND HOUSE ADVISORS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PORTLAND HOUSE ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

PORTLAND HOUSE ADVISORS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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.

Decision-maker contacts

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

Plan sponsor

Name

PORTLAND HOUSE ADVISORS, INC.

EIN

26-3392645

Address

600 MADISON AVE. · STE. # 2101 · NEW YORK, NY · 10022

Phone

(212) 937-4293

Industry

Finance & Insurancesee 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

2025-02-11

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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