Plan Snapshot
- Plan Sponsor: The Portfolio Strategy Group, LLC
- Sponsor EIN: 461533654
- Sponsor Address: 50 MAIN STREET, SUITE 1280, WHITE PLAINS, NY, 10606
- Plan Type: DC
- Total Participants: 15
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 15 | $6.0M | $182,105 | $242,745 |
| 2023 | 9 | $5.0M | $144,670 | $174,150 |
| 2022 | 10 | $4.6M | $141,783 | $149,771 |