How big is Potted UP, Inc.'s plan?

Potted UP, Inc.'s plan reported $290K in assets and 3 participants for 2024.

Original filing (PDF)20251007191400NAL0005187537001

Potted UP, Inc.

Name: Potted UP, Inc. — Potted UP, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Potted UP, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potted UP, Inc. 401(k) Plan

401(k) retirement plan · Potted UP, Inc.'s Potted UP, Inc. 401(k) Plan held $290K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

Plan identifiers

Potted UP, Inc.'s EIN is 20-8382320.

EIN 20-8382320

Plan number 001

Plan year 2024

ACK ID 20251007191400NAL0005187537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potted UP, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potted UP, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

POTTED UP, INC.

EIN

all filings

Address

2 CLARENDON STREET, #701 · BOSTON, MA · 02116

Phone

(617) 504-4139

Industry

Admin Support & Waste Mgmt

Plan administrator