Back to filter
Original filing (PDF)20251003084010NAL0001160625001
POTOMAC PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
POTOMAC PARTNERS LLC 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTOMAC PARTNERS LLC.
Plan sponsor
Name
POTOMAC PARTNERS LLC
EIN
20-5752729
Address
4340 EAST WEST HIGHWAY · SUITE 620 · BETHESDA, MD · 20814
Phone
(301) 222-0375
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Admin Support & Waste Mgmt plans
RATIO ADVISORS, LLC
RATIO ADVISORS 401(K) AND PROFIT SHARING PLAN
$1.9M · 14 participants
LUNOVA GROUP
LUNOVA GROUP 401(K) PLAN
$1.9M · 15 participants
ONLIFE HOLDINGS, INC.
ONLIFE HOLDINGS, INC. RETIREMENT PLAN
$1.9M · 176 participants
CARLTON NATIONAL RESOURCES, INC.
CARLTON NATIONAL RESOURCES, INC. CONSULTANTS 401(K) PLAN
$1.9M · 36 participants
FUTURE PERSONNEL AGENCY, INC. DBA TOP TEMPO
FUTURE PERSONNEL AGENCY, INC. 401K PROFIT SHARING PLAN
$1.9M · 39 participants
PROFESSIONAL MANAGEMENT ENTERPRISES, INC.
PROFESSIONAL MANAGEMENT ENTERPRISES, INC. RETIREMENT READINESS PLAN
$1.9M · 476 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B