How big is Portman Holdings LLC's plan?

Portman Holdings LLC's plan reported $164K in assets and 13 participants for 2024.

Original filing (PDF)20250416221151NAL0000263985053

Portman Holdings LLC

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

Form 5500-SF

FILING_RECEIVED

Portman Holdings LLC 401(k) Plan

401(k) retirement plan · Portman Holdings LLC's Portman Holdings LLC 401(k) Plan held $164K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

People on this filing

QIAN LIU signed Portman Holdings LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Portman Holdings LLC's EIN is 27-3424761.

EIN 27-3424761

Plan number 001

Plan year 2024

ACK ID 20250416221151NAL0000263985053

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portman Holdings LLC'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 PORTMAN HOLDINGS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PORTMAN HOLDINGS LLC

EIN

all filings

Address

9710 CAIRN CT · HOLLY, MI · 48442

Phone

(248) 339-6915

Industry

Electrical Contractors· Construction

Plan administrator