Kevin John Potts, P.A. 401(k) Plan

The Kevin John Potts, P.A. 401(k) on its latest Form 5500

Kevin John Potts, P.A. (EIN 20-3407737) reports KEVIN JOHN POTTS, P. A. RETIREMENT PLAN & TRUST on its most recent Form 5500, with $1.7M in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Kevin John Potts, P.A. filing — schedules, fees, and providers.

Who runs the Kevin John Potts, P.A. 401(k)?

Kevin John Potts, P.A.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Kevin John Potts, P.A.HR for the recordkeeper’s name and login.

How to check your Kevin John Potts, P.A. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Kevin John Potts, P.A. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).