Porterfield Investments INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Porterfield Investments INC.
  • Sponsor EIN: 812710687
  • Sponsor Address: 1474 NE GLEN ELLEN DR APT F, HILLSBORO, OR, 97124
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $594,127

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$594,127$10,607$44,966
20238$587,617$2,891$42,041
20222$477,202$7,244$54,000

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