· 2022–2024 · DOL EFAST2

POTOMAC FUND MANAGEMENT, INC. — POTOMAC FUND MANAGEMENT, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)

Original filing (PDF)20250918115203NAL0001809843001

POTOMAC FUND MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

POTOMAC FUND MANAGEMENT, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

14

Accounts w/ balance

0

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

Plan health score

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

6

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTOMAC FUND MANAGEMENT, INC..

Plan sponsor

Name

POTOMAC FUND MANAGEMENT, INC.

EIN

52-1542454all filings

Address

777 BRICKELL AVENUE · SUITE #500-9455 · MIAMI, FL · 33131

Phone

(888) 768-6622

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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