How big is Portolia Inc.'s plan?

Portolia Inc.'s plan reported $36K in assets and 4 participants for 2024.

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Original filing (PDF)20250718101253NAL0001503857001

Portolia Inc.

Name: Portolia Inc. — Form 5500 (2024)
Creator: Portolia Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portolia Inc.

401(k) retirement plan · Portolia Inc. held $36K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Shirley Horner signed Portolia Inc.'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

Portolia Inc.'s EIN is 83-3779184.

EIN 83-3779184

Plan number 001

Plan year 2024

ACK ID 20250718101253NAL0001503857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portolia Inc.'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 PORTOLIA INC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PORTOLIA INC

EIN

all filings

Address

3923 WILSHIRE AVE · SAN MATEO, CA · 94403

Phone

(650) 218-7974

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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