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Sponsor portfolio

THE PORTFOLIO STRATEGY GROUP, LLC

EIN 46-1533654-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.9M assets
Welfare
0
Participants
16
50 MAIN STREET, SUITE 1280 - WHITE PLAINS, NY 10606914-328-6660portfoliostrategygroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$6.9M - 16 part

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Retirement#001

THE PORTFOLIO STRATEGY GROUP, LLC PROFIT SHARING PLAN

401k

Assets$6.9M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PORTFOLIO STRATEGY GROUP, LLC PROFIT SHARING PLAN401k$6.9M162025
Retirement plans
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