# Portfolio One INC DC Plan
Source: https://planprovider.pro/companies/portfolio-one-inc-plan

> Portfolio One INC's DC plan: 8 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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

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

| 2025|8|$1.1M|$101,979|$0|

| 2024|6|$806,763|$98,268|$0|

| 2023|6|$611,683|$85,286|$0|

| 2022|6|$466,051|$62,971|$0|

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