OpenERISA

Portfolio Services Limited, INC.

Lake Forest, CA, 926308897

EIN 80-0065794
Plans
1
Total participants
1,426
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990
Plan sponsors in CaliforniaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Portfolio 401(K) Plan390
2023Form 5500001Portfolio 401(K) Plan372
2022Form 5500001Portfolio 401(K) Plan397
2021Form 5500001Portfolio 401(K) Plan139
2020Form 5500001Portfolio 401(K) Profit Sharing Plan128

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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