· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
POTOMAC GLEN DAY SCHOOL — POTOMAC GLEN DAY SCHOOL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724141707NAL0004879169001
POTOMAC GLEN DAY SCHOOL
Form 5500-SF
FILING_RECEIVED
POTOMAC GLEN DAY SCHOOL 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
9
Plan assets (EOY)
$13K
Net assets (EOY)
$13K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
POTOMAC GLEN DAY SCHOOL
.
Find decision makers
Plan sponsor
Name
POTOMAC GLEN DAY SCHOOL
EIN
52-1783027
Address
9908 SOUTH GLEN RD · POTOMAC, MD · 20854
Phone
(301) 299-9193
Industry
Educational Services
see 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
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
LODESTAR CHILDRENS SERVICES INC.
LODESTAR CHILDREN'S SERVICES 403B PLAN
$13K · 111 participants
S.O.U.L . ACADEMY
S.O.U.L . ACADEMY 401(K)
$13K · 15 participants
BENEFACTORS COUNSEL
BENEFACTORS COUNSEL SOCA BENEFIT PLAN
$13K · 15 participants
CONCEPTS FOR ADAPTIVE LEARNING INC.
CONCEPTS FOR ADAPTIVE LEARNING INC 401(K) PROFIT SHARING PLAN AND TRUST
$13K · 7 participants
SMALL WONDERS CHILDCARE & PRESCH
SMALL WONDERS CHILDCARE AND PR 401(K) PROFIT SHARING PLAN & TRU
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
$13K · 14 participants
TRILOGY SANCTUARY LLC
TRILOGY SANCTUARY 401(K)
$13K · 29 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
