How big is Potentiality LLC's plan?

Potentiality LLC's plan reported $237K in assets and 7 participants for 2024.

Original filing (PDF)20250927093031NAL0012838675001

Potentiality LLC

Name: Potentiality LLC — Potentiality LLC - 401(k), Form 5500 (2024)
Creator: Potentiality LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potentiality LLC - 401(k)

401(k) retirement plan · Potentiality LLC's Potentiality LLC - 401(k) held $237K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

People on this filing

Cheri REID signed Potentiality LLC's 2024 Form 5500 as plan administrator.

Cheri REID — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Potentiality LLC's EIN is 13-4205574.

EIN 13-4205574

Plan number 001

Plan year 2024

ACK ID 20250927093031NAL0012838675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potentiality LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potentiality LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTENTIALITY LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off