POTESTIVO & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
35
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score
79
/ 100
Grade B
Above-average plan
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
25
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTESTIVO & ASSOCIATES P.C..
Plan sponsor
Name
POTESTIVO & ASSOCIATES P.C.
EIN
38-3116898
Address
251 DIVERSION STREET · ROCHESTER, MI · 48307
Phone
(248) 853-4400
Industry
Law Offices· Professional & Technical Servicessee all
