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  1. Companies/
  2. Portfolio Services Limited, Inc.

Filings through Oct 24, 2026.

Portfolio Services Limited, Inc.

EIN 80-0065794-investment management-Latest filing 2025
Plans
1
Retirement
1
$30.6M assets
Health & Benefits
0
Participants
580
25541 COMMERCENTRE DR., SUITE 100 - LAKE FOREST, CA 926308897949-789-6200LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$30.6M - 580 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PORTFOLIO 401(K) PLAN

401(k)

Assets$30.6M
Participants580
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PORTFOLIO 401(K) PLAN401(k)$30.6M5802025
  • PORTFOLIO 401(K) PLAN$30.6M
    #001 · 401(k) · 2025580
Retirement plans
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