Plan Snapshot
- Plan Sponsor: Portfolio Technology Advisors, INC.
- Sponsor EIN: 823144575
- Sponsor Address: 1328 254TH PL SE, SAMMAMISH, WA, 98075
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $164,229
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $164,229 | $0 | $0 |
| 2024 | 1 | $164,229 | $0 | $0 |
| 2023 | 1 | $157,044 | $0 | $0 |
| 2022 | 1 | $152,688 | $0 | $0 |