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Original filing (PDF)20251011052434NAL0005012163001
POTOMACWAVE CONSULTING
Form 5500
FILING_RECEIVED
POTOMACWAVE CONSULTING 401K
401(k) retirement plan
Active participants
148
Accounts w/ balance
236
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTOMACWAVE CONSULTING.
Plan sponsor
Name
POTOMACWAVE CONSULTING
EIN
20-8085906
Address
1725 DUKE STREET · SUITE 320 · ALEXANDRIA, VA · 22314
Phone
(703) 963-5064
Industry
Professional & Technical Servicessee 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
2025-10-11
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
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
43 direct securities · 5 pooled funds· $11.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$9.5M
43 holdings
Common Collective Trust
$1.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $2.3M | 20.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.0M | 8.8% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $867K | 7.5% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $651K | 5.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $478K | 4.2% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $458K | 4.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $451K | 3.9% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $447K | 3.9% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $411K | 3.6% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $338K | 2.9% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $321K | 2.8% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $314K | 2.7% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $235K | 2.0% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $195K | 1.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $190K | 1.7% | |
| INV MST MID CAP A | Registered Investment Companies | — | — | $189K | 1.6% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $186K | 1.6% | |
| AB SMALL CAP GROWTH A | Registered Investment Companies | — | — | $176K | 1.5% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $156K | 1.4% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $153K | 1.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $144K | 1.3% | |
| FRANKLIN GROWTH FUND - A | Registered Investment Companies | — | — | $131K | 1.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $128K | 1.1% | |
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $122K | 1.1% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $115K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $111K | 1.0% | |
| PGIM QS SMALL-CAP VAL A | Registered Investment Companies | — | — | $92K | 0.8% | |
| FIDELITY ADVISOR LEV CO STK M | Registered Investment Companies | — | — | $90K | 0.8% | |
| GS GROWTH STRATEGY - A | Registered Investment Companies | — | — | $88K | 0.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $84K | 0.7% | |
| FIDELITY ADVISOR LARGE CAP-M | Registered Investment Companies | — | — | $83K | 0.7% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $69K | 0.6% | |
| GS MID CAP GROWTH A | Registered Investment Companies | — | — | $69K | 0.6% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $67K | 0.6% | |
| VIRTUS NFJ INTL VALUE A | Registered Investment Companies | — | — | $58K | 0.5% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $57K | 0.5% | |
| PRINCIPAL MIDCAP R3 | Registered Investment Companies | — | — | $51K | 0.4% | |
| GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $44K | 0.4% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $39K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $33K | 0.3% | |
| VIRTUS SGA INTERNATIONAL GR A | Registered Investment Companies | — | — | $32K | 0.3% | |
| FIDADFR2015 | Registered Investment Companies | — | — | $31K | 0.3% | |
| FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $24K | 0.2% | |
| VIC PIO EQUITY INCOME A | Registered Investment Companies | — | — | $23K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $22K | 0.2% | |
| INVESCO DISC MD CAP GRTH A | Registered Investment Companies | — | — | $17K | 0.1% | |
| FIDELITY ADV FREEDOM 2010 - M | Registered Investment Companies | — | — | $12K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $3K | <0.1% |
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