How big is Portfolio Escrow, Inc.'s plan?

Portfolio Escrow, Inc.'s plan reported $1.4M in assets and 27 participants for 2024.

Original filing (PDF)20251014172452NAL0003384305002

Portfolio Escrow, Inc.

Name: Portfolio Escrow, Inc. — Portfolio Escrow, Inc., Form 5500 (2024)
Creator: Portfolio Escrow, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portfolio Escrow, Inc. 401(k) Plan

401(k) retirement plan · Portfolio Escrow, Inc.'s Portfolio Escrow, Inc. 401(k) Plan held $1.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Laura KRUG signed Portfolio Escrow, Inc.'s 2024 Form 5500 as plan administrator.

Laura KRUG — 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 Escrow, Inc.'s EIN is 27-0321922.

EIN 27-0321922

Plan number 001

Plan year 2024

ACK ID 20251014172452NAL0003384305002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portfolio Escrow, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off