How big is Portico Wealth Management, LLC.'s plan?

Portico Wealth Management, LLC.'s plan reported $169K in assets and 5 participants for 2024.

Original filing (PDF)20251013141842NAL0003164418001

Portico Wealth Management, LLC.

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

Form 5500-SF

FILING_RECEIVED

Portico Wealth Management 401(k) Plan

401(k) retirement plan · Portico Wealth Management, LLC.'s Portico Wealth Management 401(k) Plan held $169K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

People on this filing

Darlene Ropelewski signed Portico Wealth Management, LLC.'s 2024 Form 5500 as plan administrator.

Darlene Ropelewski — 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

Portico Wealth Management, LLC.'s EIN is 92-1724500.

EIN 92-1724500

Plan number 001

Plan year 2024

ACK ID 20251013141842NAL0003164418001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Portico Wealth Management, 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 PORTICO WEALTH MANAGEMENT, LLC..

Finding similar companies…

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