Portfolio Evaluations, Inc. — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Portfolio Evaluations, Inc. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $65,296 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$65,296
Reported indirect compensation
$0
Total reported compensation
$65,296
Filings
3
Plan sponsors
3
Plans
3
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Portfolio Evaluations, Inc.
SponsorStatePlansReported compensation
Houghton Mifflin Harcourt Publishing CompanyMA1$49,461
Nyk Group Americas Inc.NJ1$15,835
Chinburg Builders, Inc. 401(K) Profit Sharing And TrustNH1$0

State footprint

Plans reporting Portfolio Evaluations, Inc. are sponsored in MA (1), NH (1), NJ (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Houghton Mifflin Harcourt Publishing CompanyHoughton Mifflin Retirement Plan2023$49,461not reported in the loaded dataset
Nyk Group Americas Inc.Nyk Group Americas Inc. Savings Plan2023$15,835not reported in the loaded dataset
Chinburg Builders, Inc. 401(K) Profit Sharing And TrustChinburg Builders, Inc. 401(K) Profit Sharing Plan And Trust2023$0$0

Related Form 5500 pages