# Portfolio Media, INC. 401(k) Plan
Source: https://planprovider.pro/companies/portfolio-media-inc-401k-plan

> Portfolio Media, INC.'s 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Portfolio Media, INC.

- **Sponsor EIN:** 841660943

- **Sponsor Address:** 230 PARK AVENUE, 7TH FLOOR, NEW YORK, NY, 10169

- **Plan Type:** 401(k)

- **Total Participants:** 313

- **Total Assets:** $25.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|313|$25.2M|$783,169|$2.1M|

| 2023|418|$24.3M|$888,466|$2.6M|

| 2022|416|$18.5M|$832,496|$2.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KESTRA ADVISORY SERVICES LLC|NONE|$57,990|—|$57,990|

| EMPOWER LIFE & ANNUITY INSURANCE CO|NONE|$47,378|—|$47,378|

| EMPOWER ADVISORY GROUP, LLC|NONE|$19,710|—|$19,710|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,078

- **Estimated Expense Ratio:** 0.497% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$125,078|$77,700|—|—|—|

| 2023|$104,192|$62,475|—|—|—|

| 2022|$107,350|$66,208|—|—|—|

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