OpenERISA

Portfolio Advisors LLC

Darien, CT, 06820

EIN 06-1487853
Plans
2
Total participants
579
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990
Plan sponsors in ConnecticutProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Portfolio Advisors LLC 401(K) Profit Sharing Plan0
2023Form 5500001Portfolio Advisors LLC 401(K) Profit Sharing Plan133
2023Form 5500501Portfolio Advisors, LLC. Welfare Benefits Plan0
2022Form 5500001Portfolio Advisors LLC 401(K) Profit Sharing Plan120
2022Form 5500501Portfolio Advisors, LLC. Welfare Benefits Plan116
2021Form 5500-SF001Portfolio Advisors LLC 401(K) Profit Sharing Plan113
2020Form 5500-SF001Portfolio Advisors LLC 401(K) Profit Sharing Plan97

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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