Portola Valley, CA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Portola Valley, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $5,411,202 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 5
- Latest filing year
- 2023
What stands out in Portola Valley
- 5 loaded plans hold $5.4M in reported assets across 5 sponsors.
- The largest, Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan, holds 53% of reported Portola Valley plan assets.
- Plans cover 70 participants — about 14 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portola Valley, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Portola Valley market comparison
Largest loaded plans in Portola Valley
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Three Bridge Wealth Advisors, LLC · 2023
- 2
- 3
- 4
- 5
Largest plans in Portola Valley → · Portola Valley plans by participants → · Portola Valley plans with financial data → · Portola Valley plans with provider compensation → · $1B+ plans in Portola Valley →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Portola Valley, CA?
- 5 plan(s) reported by 5 sponsor(s) are loaded for Portola Valley, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan (plan 001)
- Three Bridge Wealth Advisors, LLC — all reported plans
- Windy Hill Supply Corp 401(K) Plan (plan 001)
- Windy Hill Supply Corp — all reported plans
- Rka, Psp (plan 002)
- Rka Investments, LLC — all reported plans
- Making Sense LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Making Sense LLC — all reported plans
- The Coho At Stanford University Cash Balance Plan (plan 002)
- The Coho At Stanford University — all reported plans
- Methodology
- Data sources