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PORTFOLIO, LLC

EIN 26-1648880-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
4
6100 UPTOWN BLVD NE SUITE 540 - ALBUQUERQUE, NM 87110505-884-3445
Plans on this EIN
1 filing
#001401k-$1.4M - 4 part

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Retirement#001

PORTFOLIO WEALTH ADVISORS 401(K) PLAN

401k

Assets$1.4M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTFOLIO WEALTH ADVISORS 401(K) PLAN401k$1.4M42025
Retirement plans
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