How big is Potomac Institute for Policy Studies' plan?

Potomac Institute for Policy Studies' plan reported $7.2M in assets and 20 participants for 2024.

Original filing (PDF)20250702150746NAL0013118881001

Potomac Institute for Policy Studies

Name: Potomac Institute for Policy Studies — Potomac, Form 5500 (2024)
Creator: Potomac Institute for Policy Studies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potomac Institute for Policy Studies 403(b) Plan

403(b) retirement plan · Potomac Institute for Policy Studies' Potomac Institute for Policy Studies 403(b) Plan held $7.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Suzann Riester signed Potomac Institute for Policy Studies' 2024 Form 5500 as plan administrator.

Suzann Riester — 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

Potomac Institute for Policy Studies' EIN is 54-1700997.

EIN 54-1700997

Plan number 001

Plan year 2024

ACK ID 20250702150746NAL0013118881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potomac Institute for Policy Studies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potomac Institute for Policy Studies' plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTOMAC INSTITUTE FOR POLICY STUDIES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

POTOMAC INSTITUTE FOR POLICY STUDIES

EIN

all filings

Address

901 N STUART STREET · SUITE 1200 · ARLINGTON, VA · 22203

Phone

(703) 517-5511

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator