What public Form 5500 filings show about the Potter Handy, LLP 401(k) plan — and how to find and check your own account.
Potter Handy, LLP (EIN 22-0855260) reports POTTER HANDY, LLP 401(K) PLAN on its most recent Form 5500, with $235K in plan assets across 14 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 Potter Handy, LLP filing — schedules, fees, and providers.
Potter Handy, LLP’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 Potter Handy, LLPHR for the recordkeeper’s name and login.
