Potter Holdings Inc. 401(k) Plan
What public Form 5500 filings show about the Potter Holdings Inc. 401(k) plan — and how to find and check your own account.
The Potter Holdings Inc. 401(k) on its latest Form 5500
Potter Holdings Inc. (EIN 75-1868716) reports POTTER HOLDINGS, INC. 401K PLAN on its most recent Form 5500, with $20.4M in plan assets across 377 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 Holdings Inc. filing — schedules, fees, and providers.
Who runs the Potter Holdings Inc. 401(k)?
Potter Holdings Inc.’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 Holdings Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, STRICKER TPA & ADVISORY, AMERICAN TRUST CO.
How to check your Potter Holdings Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Potter Holdings Inc. 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).