How big is TL Portfolio LLC's plan?

TL Portfolio LLC's plan reported $87K in assets and 6 participants for 2024.

Original filing (PDF)20250607184348NAL0022927056001

TL Portfolio LLC

Name: TL Portfolio LLC — TL Portfolio LLC 401(k) Plan, Form 5500 (2024)
Creator: TL Portfolio LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TL Portfolio LLC 401(k) Plan

401(k) retirement plan · TL Portfolio LLC's TL Portfolio LLC 401(k) Plan held $87K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Shirley Horner signed TL Portfolio LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

TL Portfolio LLC's EIN is 47-4492262.

EIN 47-4492262

Plan number 001

Plan year 2024

ACK ID 20250607184348NAL0022927056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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