Portola Construction, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Portola Construction, INC.
  • Sponsor EIN: 272959393
  • Sponsor Address: 18931 PORTOLA DR, SALINAS, CA, 93908
  • Plan Type: DC
  • Total Participants: 47
  • Total Assets: $6.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202447$6.4M$2.0M$149,262
2023198$5.9M$1.7M$159,691
202274$4.3M$579,422$102,273

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