Original filing (PDF)20250710071119NAL0006317633001

STEVEN T POTTS PLLC

Name: STEVEN T POTTS PLLC — POTTS, PLLC, STEVEN T. 401(K) PLAN, Form 5500 (2024)
Creator: STEVEN T POTTS PLLC

Form 5500-SF

FILING_RECEIVED

POTTS, PLLC, STEVEN T. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 STEVEN T POTTS PLLC.

Plan sponsor

Name

STEVEN T POTTS PLLC

EIN

26-4725711

Address

625 CENTRAL AVE W STE 200 · GREAT FALLS, MT · 594042874

Phone

(406) 452-0065

Industry

Law Offices· 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

2025-07-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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