Portside Wealth Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

586

Total plan assets

$16.7M

Filings (rows)

Direct comp

$48K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PT&C Group LLC Platform Accounting Group 401(k) Plan · all filings	HOLLADAY, UT	Recordkeeper	422	$10.8M	$26K	$0
Handy Truck Line, Inc. Handy Truck Line, Inc. 401(k) Profit Sharing Plan · all filings	PAUL, ID	Advisor / Consultant	164	$5.9M	$21K	$0