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Company:
Portman Holdings, LLC
Plan:
Portman 401k Plan
 

Portman Holdings, LLC

77 Plan: Portman 401k Plan

 
 
77
17
54
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (77) and the top rated plan (86) could equate to:
[How is this calculated?]
6 additional years of work
Up to $3,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Portman 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Investment Menu Quality. Portman 401k Plan currently has over 100 active participants and over $14.2M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
32
Plan Average: 24
Top 3 Funds in this 401k
1. Principal Stable Value Fund 33%
2. Principal Core Plus Bond I 6%
3. Principal Large Cap S&P 500 Index 6%

 Retirement Plan Details

Address 303 Peachtree Center Ave Ne Ste 575
Atlanta, GA 30303-1277 
Industry Real Estate and Rental and Leasing
Administrator John Portmanjr
Net Plan Assets $14,200,000
Total Participants 150
Avg Account Balance $95,000

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Moore Stephens Tiller, LLC

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