How big is Potomac Wealth Advisors, LLC's plan?

Potomac Wealth Advisors, LLC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20251010065420NAL0017287874001

Potomac Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Potomac Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Potomac Wealth Advisors, LLC's Potomac Wealth Advisors, LLC 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Potomac Wealth Advisors, LLC's EIN is 20-8362100.

EIN 20-8362100

Plan number 001

Plan year 2024

ACK ID 20251010065420NAL0017287874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Potomac Wealth Advisors, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTOMAC WEALTH ADVISORS, 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