P 401(k) Plan Report

Stable plan record

PORTFOLIO WEALTH ADVISORS 401(K) PLAN

Sponsored by PORTFOLIO, LLC · EIN/PN 261648880-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$26,406
Administrative cost per participant
2025
$4
Active participants
2025
4
Total plan assets
2025
$1,362,758
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260604121314NAL00010405440014$26,406
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.