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Portfolio 401(k) Plan
Portfolio Services Limited, Inc., Lake Forest CA. Employer ID 800065794, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2013: money from Express Systems, Inc. Retirement Savings Plan moved in.
- 2022: money from Nwan, Inc. 401(k) Profit Sharing Plan moved in.
- Filed 2009-2025Portfolio 401(k) Plan, Portfolio Services Limited, Inc.
- TodayPortfolio 401(k) Plan still files. John Hancock Life Insurance Co keeps the records. That is where to ask.
Records are kept by John Hancock Life Insurance Co, per the 2025 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
- 2012: The plan's money at the start of the year didn't match the end of the year before, so some money may have moved in or out without being reported.
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 |
|---|---|---|---|
| 2014 | 93 | — | Filing |
| 2015 | 98 | — | Filing |
| 2016 | 104 | — | Filing |
| 2017 | 111 | — | Filing |
| 2018 | 117 | — | Filing |
| 2019 | 142 | — | Filing |
| 2020 | 145 | 17 | Filing |
| 2021 | 159 | 20 | Filing |
| 2022 | 442 | 45 | Filing |
| 2023 | 492 | 120 | Filing |
| 2024 | 515 | 125 | Filing |
| 2025 | 580 | 125 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.