Sponsor portfolio
PORTMAN FINANCIAL, INC.
EIN 46-2319299real estateLatest filing 2024
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
15
303 PEACHTREE CENTER AVE. NE SUITE - ATLANTA, GA 303031277404-614-5219LinkedIn1-10 employeesreal estate
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PORTMAN FINANCIAL, LLC 401K PLAN | 401k | $2.4M | 15 | 2024 |
Retirement plans