How big is Potomac Financial PCG's plan?

Potomac Financial PCG's plan reported $2.1M in assets and 11 participants for 2025.

Original filing (PDF)20260424075254NAL0011800962001

Potomac Financial PCG

Name: Potomac Financial PCG — Potomac Financial Private, Form 5500 (2025)
Creator: Potomac Financial PCG
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potomac Financial Private Client Group, LLC Retirement Trust

401(k) retirement plan · Potomac Financial PCG's Potomac Financial Private Client Group, LLC Retirement Trust held $2.1M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Potomac Financial PCG's EIN is 26-2091016.

EIN 26-2091016

Plan number 001

Plan year 2025

ACK ID 20260424075254NAL0011800962001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Potomac Financial PCG from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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