How big is Portage Logistics, LLC's plan?

Portage Logistics, LLC's plan reported $425K in assets and 6 participants for 2024.

Original filing (PDF)20250207124601NAL0023067168001

Portage Logistics, LLC

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

Form 5500-SF

FILING_RECEIVED

Portage Logistics, LLC 401(k) Plan

401(k) retirement plan · Portage Logistics, LLC's Portage Logistics, LLC 401(k) Plan held $425K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

People on this filing

Jeffrey Stewart signed Portage Logistics, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Stewart — 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

Portage Logistics, LLC's EIN is 82-2899441.

EIN 82-2899441

Plan number 001

Plan year 2024

ACK ID 20250207124601NAL0023067168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portage Logistics, 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 PORTAGE LOGISTICS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PORTAGE LOGISTICS, LLC

EIN

all filings

Address

700 TWELVE OAKS CENTER DRIVE · SUITE 726 · WAYZATA, MN · 55391

Phone

(800) 865-5039

Industry

Transportation & Warehousing

Plan administrator