How big is Potts Consulting Group, LLC's plan?

Potts Consulting Group, LLC's plan reported $688K in assets and 20 participants for 2024.

Original filing (PDF)20250718145033NAL0001930913001

Potts Consulting Group, LLC

Name: Potts Consulting Group, LLC — Feature 23 401(k) Plan, Form 5500 (2024)
Creator: Potts Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Feature 23 401(k) Plan

401(k) retirement plan · Potts Consulting Group, LLC's Feature 23 401(k) Plan held $688K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$688K

Net assets (EOY)

$688K

People on this filing

Marcus Bowie signed Potts Consulting Group, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Potts Consulting Group, LLC's EIN is 26-2174156.

EIN 26-2174156

Plan number 001

Plan year 2024

ACK ID 20250718145033NAL0001930913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potts Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potts Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTTS CONSULTING GROUP, 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