Jennifer Harris signed Potomacwave Consulting's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Potomacwave Consulting's EIN is 20-8085906.
Download the official 2024 Form 5500 (PDF) for Potomacwave Consulting from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Potomacwave Consulting's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
