Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$13.3M
Filings through .
Portside Builders, Inc.
EIN 39-1289562constructionLatest filing 2025
Plans
2
Retirement
2
$40.3M assets
Health & Benefits
0
Participants
190
810 SOUTH LANSING AVENUE - STURGEON BAY, WI 54235920-746-1092portsidebuilders.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $40.3M assets / 190 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PORTSIDE BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$27.0M
Participants97
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PORTSIDE BUILDERS, INC. 401(K) PLAN AND TRUST
401(k)
Assets$13.3M
Participants93
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PORTSIDE BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.0M | 97 | 2025 |
| #001 | PORTSIDE BUILDERS, INC. 401(K) PLAN AND TRUST | 401(k) | $13.3M | 93 | 2025 |
- #002 · ESOP · 202597
- #001 · 401(k) · 202593
Retirement plans