· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PORTALIS MENTAL HEALTH — PORTALIS MENTAL HEALTH 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718121742NAL0000875827001
PORTALIS MENTAL HEALTH
Form 5500-SF
FILING_RECEIVED
PORTALIS MENTAL HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$16K
Net assets (EOY)
$16K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PORTALIS MENTAL HEALTH
.
Find decision makers
Plan sponsor
Name
PORTALIS MENTAL HEALTH
EIN
85-3310042
Address
726 A HAMILTON RANCH RD · FRIDAY HARBOR, WA · 98250
Phone
(360) 672-0618
Industry
Health Care & Social Assistance
see all
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
WELLNESS BILLING SOLUTIONS INC
WELLNESS BILLING SOLUTIONS INC 401(K) PLAN
$16K · 6 participants
JOURNEY HEALTH SERVICES INC.
JOURNEY HEALTH SERVICES 401(K) PLAN
$16K · 6 participants
OPTIMAL BEHAVIORAL PLLC
BEHAVIORAL 401(K) RETIREMENT PLAN
$16K · 4 participants
PRIORITY INTEGRATED HEALTHCARE P
PRIORITY MEDICAL GROUP
$16K · 7 participants
SO CAL HEALTH CARE SOLUTIONS
SO CAL HEALTH CARE SOLUTIONS 401(K) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$17K · 61 participants
JK BENJAMIN ENTERPRISES, INC
JK BENJAMIN ENTERPRISES, INC 401(K) P/S PLAN
$16K · 3 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
