Original filing (PDF)20240219144632NAL0007642048001

Personal Portfolio Management, Inc.

Name: Personal Portfolio Management, Inc. — Personal, Form 5500 (2023)
Creator: Personal Portfolio Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Portfolio Management 401(k) Plan

401(k) retirement plan · Personal Portfolio Management, Inc.'s Personal Portfolio Management 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Personal Portfolio Management, Inc.'s EIN is 59-2492492.

EIN 59-2492492

Plan number 002

Plan year 2023

ACK ID 20240219144632NAL0007642048001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Personal Portfolio Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Personal Portfolio Management, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 PERSONAL PORTFOLIO MANAGEMENT, INC..

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 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