Portfolio Services Limited, Inc. 401(k) plans
1 retirement plan filed by Portfolio Services Limited, Inc. from 2009 to 2025: 1 moved its money into another plan.
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Its plans
Portfolio 401(k) Plan
401(k) · filed 2009 to 2025 · up to 580 people · employer ID 80-0065794, plan 001
In 2022, its money moved into the Nwan, Inc. 401(k) Profit Sharing Plan.
Records then: John Hancock, per the 2025 report.
Questions
What happened to Portfolio Services Limited, Inc.'s older plans?
The Portfolio 401(k) Plan: In 2022, its money moved into the Nwan, Inc. 401(k) Profit Sharing Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Portfolio Services Limited, Inc. have?
Its filings show 401(k) plans, filed 2009 to 2025.
Sources: 17 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2025; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 80-0065794. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Portfolio Services Limited, Inc. or the government.