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
78
Vendor & structure
100
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 POTTER & COMPANY, P.A..
Plan sponsor
Name
POTTER & COMPANY, P.A.
EIN
56-1220683
Address
114 N. CHURCH STREET · MONROE, NC · 28112
Phone
(704) 283-8189
Industry
CPA Offices· Professional & Technical Servicessee all
