# Portman Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/portman-holdings-llc-401k-plan-002

> Portman Holdings, LLC's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Portman Holdings, LLC

- **Sponsor EIN:** 450609938

- **Sponsor Address:** 303 PEACHTREE CENTER AVE. NE STE 57, ATLANTA, GA, 30303

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

- **Total Participants:** 86

- **Total Assets:** $23.0M

## 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|86|$23.0M|$533,726|$962,843|

| 2023|115|$19.9M|$600,866|$1.0M|

| 2022|128|$17.3M|$524,526|$993,035|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$27,883|—|$27,883|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$5,689|—|$5,689|

| WARREN AVERETT LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WARREN AVERETT LLC](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,572

- **Estimated Expense Ratio:** 0.146% 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|$27,883|$8,053|$19,080|—|—|

| 2023|$23,861|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Ambling Property Investments, LLC](https://planprovider.pro/companies/ambling-property-investments-llc-401k-plan) — 129 participants

- [Rainbow Realty Associates INC](https://planprovider.pro/companies/rainbow-realty-associates-inc-401k-plan) — 39 participants

- [Regent Partners, LLC](https://planprovider.pro/companies/regent-partners-llc-401k-plan) — 29 participants

- [Lamar Management, INC.](https://planprovider.pro/companies/lamar-management-inc-401k-plan) — 9 participants

- [Cacg, INC.](https://planprovider.pro/companies/cacg-inc-401k-plan) — 4 participants

- [Gej Realty, INC.](https://planprovider.pro/companies/gej-realty-inc-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/portman-holdings-llc-401k-plan-002)

© 2026 PlanProvider.Pro