How big is Portfolio Vision Inc.'s plan?

Portfolio Vision Inc.'s plan reported $3K in assets and 5 participants for 2024.

Original filing (PDF)20250729141436NAL0007761090001

Portfolio Vision Inc.

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

Form 5500-SF

FILING_RECEIVED

Portfolio Vision Inc. SOCA Benefit Plan

Health & welfare plan · Portfolio Vision Inc.'s Portfolio Vision Inc. SOCA Benefit Plan held $3K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Portfolio Vision Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Vision Inc.'s EIN is 34-1666577.

EIN 34-1666577

Plan number 501

Plan year 2024

ACK ID 20250729141436NAL0007761090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portfolio Vision Inc.'s plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score