Plan Snapshot
- Plan Sponsor: Portfolio Advisory Group, INC.
- Sponsor EIN: 541905152
- Sponsor Address: 5425 DUKE STREET, ALEXANDRIA, VA, 22304
- Plan Type: DC
- Total Participants: 2
- Total Assets: $2.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $2.2M | $128,200 | $0 |
| 2023 | 2 | $1.6M | $125,000 | $0 |
| 2022 | 2 | $1.2M | $121,000 | $0 |