# Portfolio Advisory Group, INC. DC Plan
Source: https://planprovider.pro/companies/portfolio-advisory-group-inc-plan

> Portfolio Advisory Group, INC.'s DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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