How big is Potoo Solutions' plan?

Potoo Solutions' plan reported $942K in assets and 26 participants for 2024.

Original filing (PDF)20250603085407NAL0018179472001

Potoo Solutions

Name: Potoo Solutions — Potoo Solutions 401(k) Plan, Form 5500 (2024)
Creator: Potoo Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potoo Solutions 401(k) Plan

401(k) retirement plan · Potoo Solutions' Potoo Solutions 401(k) Plan held $942K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$942K

Net assets (EOY)

$942K

People on this filing

LISE Martin signed Potoo Solutions' 2024 Form 5500 as plan administrator.

LISE Martin — 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

Potoo Solutions' EIN is 47-1623399.

EIN 47-1623399

Plan number 001

Plan year 2024

ACK ID 20250603085407NAL0018179472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potoo Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potoo Solutions' 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 POTOO SOLUTIONS.

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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