Original filing (PDF)20250926090514NAL0008411329001

POTTS TRANSPORT CO., INC.

Name: POTTS TRANSPORT CO., INC. — POTTS TRANSPORT CO., INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: POTTS TRANSPORT CO., INC.

Form 5500-SF

FILING_RECEIVED

POTTS TRANSPORT CO., INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

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 POTTS TRANSPORT CO., INC..

Plan sponsor

Name

POTTS TRANSPORT CO., INC.

EIN

39-1699586

Address

5399 STATE ROAD 29 · DENMARK, WI · 54208

Phone

(920) 863-8632

Industry

Transportation & Warehousingsee 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

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

AMERICAN MACHINERY MOVERS, INC.

AMERICAN MACHINERY MOVERS, INC. RETIREMENT PLAN

$730K · 5 participants

TK TRANSPORT, INC.

TK TRANSPORT, INC. 401(K) PLAN

$732K · 16 participants

WHITE OAK CAPITAL

WHITE OAK CAPITAL 401(K) PLAN

$733K · 21 participants

POLARIS LOGISTICS GROUP

POLARIS LOGISTICS GROUP 401(K) PLAN

$728K · 30 participants

CELORIE BROS DUMP TRUCKING

CELORIE BROTHERS 401(K) PLAN

$733K · 4 participants