How big is Portal One's plan?

Portal One's plan reported $106K in assets and 11 participants for 2024.

Original filing (PDF)20251014021356NAL0004510242001

Portal One

Name: Portal One — Portal One 401(k) Plan and Trust, Form 5500 (2024)
Creator: Portal One
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portal One 401(k) Plan and Trust

401(k) retirement plan · Portal One's Portal One 401(k) Plan and Trust held $106K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

People on this filing

Monte Malhotra signed Portal One's 2024 Form 5500 as plan administrator.

Monte Malhotra — 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

Portal One's EIN is 35-2637675.

EIN 35-2637675

Plan number 001

Plan year 2024

ACK ID 20251014021356NAL0004510242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portal One's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PORTAL ONE

EIN

all filings

Address

470 RAMONA ST · PALO ALTO, CA · 94301

Phone

(800) 956-8019

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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