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PORTFOLIO SERVICES LIMITED, INC.

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

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Retirement#001

PORTFOLIO 401(K) PLAN

401k

Assets$30.6M
Participants580
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTFOLIO 401(K) PLAN401k$30.6M5802025
Retirement plans
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