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PORTAL ASSET MANAGEMENT

EIN 26-3618955-Real Estate and Rental and Leasing-Latest filing 2024
Plans
1
Retirement
1
$43K assets
Welfare
0
Participants
41
135 W MAIN ST STE M - ASPEN, CO 816111700970-920-7388
Plans on this EIN
1 filing
#001401k-$43K - 41 part

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Retirement#001

PORTAL ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$43K
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTAL ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401k$43K412024
Retirement plans
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