Sponsor portfolio
PORTFOLIA, INC.
EIN 80-0924828consumer servicesLatest filing 2024
Plans
1
Retirement
1
$28 assets
Welfare
0
Participants
7
3 EAST THIRD AVE. SUITE 200 - SAN MATEO, CA 94401650-429-4362portfolia.coLinkedIn51-200 employeesconsumer services
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 | PORTFOLIA 401(K) PLAN | 401k | $28 | 7 | 2024 |
Retirement plans