Plan Snapshot
- Plan Sponsor: Private Portfolios, INC.
- Sponsor EIN: 942942765
- Sponsor Address: 424 N. SAN MATEO DRIVE, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.5M | $31,723 | $94,700 |
| 2023 | 4 | $1.9M | $27,743 | $92,100 |
| 2022 | 4 | $1.3M | $26,690 | $80,542 |