# Private Portfolios, INC. 401(k) Plan
Source: https://planprovider.pro/companies/private-portfolios-inc-plan

> Private Portfolios, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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