How big is Portfolio Properties Group Goshen, LLC's plan?

Portfolio Properties Group Goshen, LLC's plan reported $763K in assets and 2 participants for 2024.

Original filing (PDF)20251012200752NAL0001109952001

Portfolio Properties Group Goshen, LLC

Name: Portfolio Properties Group Goshen, LLC — Form 5500 Plan 002 (2024)
Creator: Portfolio Properties Group Goshen, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portfolio Properties Group Goshen, LLC Cash Balance Plan

Defined-benefit pension plan · Portfolio Properties Group Goshen, LLC's Portfolio Properties Group Goshen, LLC Cash Balance Plan held $763K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

People on this filing

Shelby Pierce signed Portfolio Properties Group Goshen, LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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 Properties Group Goshen, LLC's EIN is 27-3616901.

EIN 27-3616901

Plan number 002

Plan year 2024

ACK ID 20251012200752NAL0001109952001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portfolio Properties Group Goshen, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTFOLIO PROPERTIES GROUP GOSHEN, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score