Original filing (PDF)20231006120638NAL0014531859001

Portfolio Inc.

Name: Portfolio Inc. — Portfolio Inc. 401(k) Profit, Form 5500 (2022)
Creator: Portfolio Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portfolio Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Portfolio Inc.'s Portfolio Inc. 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert A. Powell signed Portfolio Inc.'s 2022 Form 5500 as plan administrator.

Robert A. Powell — 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 Inc.'s EIN is 43-1526991.

EIN 43-1526991

Plan number 001

Plan year 2022

ACK ID 20231006120638NAL0014531859001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Portfolio Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Portfolio Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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