Portman 401 K Plan
Sponsored by Portman Holdings, Llc · EIN 450609938 · Plan #002
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 86
- With balances
- 109
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $27,883 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $5,689 |