Portelligent 401(k) Plan
Portelligent, Inc., Austin TX. Employer ID 742964766, plan number 001. Annual reports on file for 2009 to 2014.
Where the money went
- Filed 2009-2014Portelligent 401(k) Plan, Portelligent, Inc.
- 2014Assets transferred to Axio Group US Services Inc., 401(k) Plan
- 2017Plan renumbered or taken over by a new sponsor to Risi, Inc. 401(k) Plan
- 2018Assets transferred to Euromoney Institutional Investor Savings & Investment Plan
- TodayEuromoney Institutional Investor Savings & Investment Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2014: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2014: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2009 | 18 | 0 | Filing |
| 2010 | 19 | 1 | Filing |
| 2011 | 21 | 3 | Filing |
| 2012 | 20 | 2 | Filing |
| 2013 | 10 | 3 | Filing |
| 2014 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.