How big is Portfolio Design Labs, LLC's plan?

Portfolio Design Labs, LLC's plan reported $90K in assets and 3 participants for 2024.

Original filing (PDF)20250626110646NAL0021320978005

Portfolio Design Labs, LLC

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

Form 5500-SF

FILING_RECEIVED

Portfolio Design Labs, LLC Retirement Trust

401(k) retirement plan · Portfolio Design Labs, LLC's Portfolio Design Labs, LLC Retirement Trust held $90K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Plan Sponsor signed Portfolio Design Labs, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Portfolio Design Labs, LLC's EIN is 87-3864976.

EIN 87-3864976

Plan number 001

Plan year 2024

ACK ID 20250626110646NAL0021320978005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portfolio Design Labs, 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 PORTFOLIO DESIGN LABS, 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