How big is Portage Point Partners, LLC's plan?

Portage Point Partners, LLC's plan reported $13.1M in assets and 115 participants for 2024.

Original filing (PDF)20250506113644NAL0009208113001

Portage Point Partners, LLC

Name: Portage Point Partners, LLC — Portage Point, Form 5500 (2024)
Creator: Portage Point Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portage Point Partners, LLC 401(k) Plan

401(k) retirement plan · Portage Point Partners, LLC's Portage Point Partners, LLC 401(k) Plan held $13.1M in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

127

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

Plan identifiers

Portage Point Partners, LLC's EIN is 81-3958961.

EIN 81-3958961

Plan number 001

Plan year 2024

ACK ID 20250506113644NAL0009208113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Portage Point Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Portage Point Partners, 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 PORTAGE POINT PARTNERS, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off