Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PORT ADVISORS, LLC
EIN 37-2036231Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
14
322 E. MICHIGAN STREET, SUITE 500 - MILWAUKEE, WI 53202414-225-0484
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PORT ADVISORS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PORT ADVISORS, LLC 401(K) PLAN
401k
Assets$1.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PORT ADVISORS, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.6M | 4 | 2024 | |
| 001 | PORT ADVISORS, LLC 401(K) PLAN | 401k | $1.5M | 10 | 2024 |
Retirement plans