POTTER VALLEY INVESTMENTS, INC. 401(k) Plan
What public Form 5500 filings show about the POTTER VALLEY INVESTMENTS, INC. 401(k) plan — and how to find and check your own account.
The POTTER VALLEY INVESTMENTS, INC. 401(k) on its latest Form 5500
POTTER VALLEY INVESTMENTS, INC. (EIN 68-0176327) reports POTTER VALLEY INVESTMENTS, INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $153K in plan assets across 8 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 VALLEY INVESTMENTS, INC. filing — schedules, fees, and providers.
Who runs the POTTER VALLEY INVESTMENTS, INC. 401(k)?
POTTER VALLEY INVESTMENTS, 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 VALLEY INVESTMENTS, INC.HR for the recordkeeper’s name and login.
How to check your POTTER VALLEY INVESTMENTS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask POTTER VALLEY INVESTMENTS, 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).