How big is Potomac Partners LLC's plan?

Potomac Partners LLC's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20251003084010NAL0001160625001

Potomac Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Potomac Partners LLC 401(k) Plan

401(k) retirement plan · Potomac Partners LLC's Potomac Partners LLC 401(k) Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Potomac Partners LLC's EIN is 20-5752729.

EIN 20-5752729

Plan number 001

Plan year 2024

ACK ID 20251003084010NAL0001160625001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Potomac Partners 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 POTOMAC PARTNERS 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

Helping the score