How big is Robert E. Potter, Jr. D.C., PLLC's plan?

Robert E. Potter, Jr. D.C., PLLC's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250624064157NAL0016172882001

Robert E. Potter, Jr. D.C., PLLC

Name: Robert E. Potter, Jr. D.C., PLLC — Canton Center, Form 5500 (2024)
Creator: Robert E. Potter, Jr. D.C., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canton Center Chiropractic 401(k) Plan

401(k) retirement plan · Robert E. Potter, Jr. D.C., PLLC's Canton Center Chiropractic 401(k) Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Robert E. Potter, Jr. D.C., PLLC's EIN is 40-0016691.

EIN 40-0016691

Plan number 001

Plan year 2024

ACK ID 20250624064157NAL0016172882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert E. Potter, Jr. D.C., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert E. Potter, Jr. D.C., PLLC'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 ROBERT E. POTTER, JR. D.C., PLLC.

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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