# Portfolio Services Limited, INC. 401(k) Plan
Source: https://planprovider.pro/companies/portfolio-services-limited-inc-401k-plan

> Portfolio Services Limited, INC.'s 401(k) plan: 390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Portfolio Services Limited, INC.

- **Sponsor EIN:** 800065794

- **Sponsor Address:** 25541 COMMERCENTRE DR., SUITE 100, LAKE FOREST, CA, 926308897

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

- **Total Participants:** 390

- **Total Assets:** $25.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|390|$25.2M|$487,711|$1.5M|

| 2023|372|$22.7M|$1.5M|$1.5M|

| 2022|397|$18.4M|$1.2M|$1.2M|

## 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|

| MIRACLE MILE ADVISORS, LLC|BROKER|$47,812|—|$47,812|

| LYNN JANZEN, CPA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,812

- **Estimated Expense Ratio:** 0.190% 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|$116,513|$47,812|$10,425|—|—|

| 2023|$100,899|$41,736|$7,032|—|—|

| 2022|$79,939|$31,827|$5,000|—|$43,112|

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