· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PORTAGE BANK — PORTAGE BANK 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010113705NAL0007630545001
PORTAGE BANK
Form 5500-SF
FILING_RECEIVED
PORTAGE BANK 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
14
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PORTAGE BANK
.
Find decision makers
Plan sponsor
Name
PORTAGE BANK
EIN
41-0556760
Address
104 W. MAIN STREET · CEYLON, MN · 56121
Phone
(507) 632-4242
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
ROCKPOINTBANK, NATIONAL ASSOCIATION
ROCKPOINTBANK, NATIONAL ASSOCIATION 401(K) PLAN
$1.8M · 26 participants
CEDAR SECURITY BANK
CEDAR SECURITY 401(K) PLAN
$1.8M · 12 participants
KENDALL BANK
KENDALL BANK 401(K) PLAN
$1.8M · 29 participants
ARK VALLEY BANKSHARES, INC.
ARK VALLEY BANKSHARES PROFIT SHARING 401(K) PLAN
$1.8M · 29 participants
SILEX BANKING COMPANY
SILEX BANKING COMPANY 401K PROFIT SHARING PLAN
$1.8M · 12 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ARTISAN BARRELS & TANKS, INC.
ARTISAN BARRELS & TANKS 401(K) PLAN
$1.8M · 5 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
