Portolan Capital Management LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Portolan Capital Management LLC
  • Sponsor EIN: 201926326
  • Sponsor Address: 2 INTERNATIONAL PLACE STE 2630, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 15
  • Total Assets: $4.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202515$4.8M$0$0
202412$3.8M$5,051$248,923
202312$3.1M$14,968$218,543
202212$2.6M$10,604$178,129

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