How big is Portfolio International, LLC's plan?

Portfolio International, LLC's plan reported $284K in assets and 7 participants for 2025.

Original filing (PDF)20260211155910NAL0007981426001

Portfolio International, LLC

Name: Portfolio International, LLC — Portfolio Internation, Form 5500 (2025)
Creator: Portfolio International, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portfolio International, LLC 401(k) Plan

401(k) retirement plan · Portfolio International, LLC's Portfolio International, LLC 401(k) Plan held $284K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

People on this filing

Jesse Rector signed Portfolio International, LLC's 2025 Form 5500 as plan administrator.

Jesse Rector — 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 International, LLC's EIN is 45-2176714.

EIN 45-2176714

Plan number 001

Plan year 2025

ACK ID 20260211155910NAL0007981426001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Portfolio International, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Portfolio International, LLC'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 INTERNATIONAL, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score