# The Portfolio Strategy Group, LLC DC Plan
Source: https://planprovider.pro/companies/the-portfolio-strategy-group-llc-plan

> The Portfolio Strategy Group, LLC's DC plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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