Original filing (PDF)20250505135140NAL0008155633001

POTRATZ PARTNERS ADVERTISING INC.

Name: POTRATZ PARTNERS ADVERTISING INC. — POTRATZ PARTNERS ADVERTISING INC 401K PSP, Form 5500 (2024)
Creator: POTRATZ PARTNERS ADVERTISING INC.

Form 5500-SF

FILING_RECEIVED

POTRATZ PARTNERS ADVERTISING INC 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTRATZ PARTNERS ADVERTISING INC..

Plan sponsor

Name

POTRATZ PARTNERS ADVERTISING INC.

EIN

26-0104753

Address

130 ZELLER RD · SHARON SPRINGS, NY · 13459

Phone

(518) 631-5505

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

2025-05-05

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TRIPTK, LLC

TRIPTK, LLC 401(K) PLAN

$1.5M · 15 participants

HAVAS BATTERY, LLC

HAVAS BATTERY, LLC 401(K) PLAN

$1.5M · 24 participants

MB PILAND ADVERTISING AND MARKETING, LLC

MB PILAND 401(K) PLAN

$1.5M · 2 participants

UPSHOW, INC.

UPSHOW 401(K) PLAN

$1.5M · 30 participants

MILLENNIUM INTEGRATED MARKETIN

MILLENNIUM INTEGRATED MARKETIN 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 3 participants