Portfolio One INC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Portfolio One INC
  • Sponsor EIN: 954869937
  • Sponsor Address: 2114 HILLHURST AVE, LOS ANGELES, CA, 90027
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $1.1M

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.
20258$1.1M$101,979$0
20246$806,763$98,268$0
20236$611,683$85,286$0
20226$466,051$62,971$0

Similar Plans