How big is Potter Group, LLC's plan?

Potter Group, LLC's plan reported $1.3M in assets and 40 participants for 2024.

Original filing (PDF)20250904123610NAL0033709938001

Potter Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Potter Group, Ltd. 401(k) Plan

401(k) retirement plan · Potter Group, LLC's The Potter Group, Ltd. 401(k) Plan held $1.3M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Potter Group, LLC's EIN is 20-4634996.

EIN 20-4634996

Plan number 001

Plan year 2024

ACK ID 20250904123610NAL0033709938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Potter Group, 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 POTTER GROUP, LLC.

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Plan health score

Above-average plan

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