Robert E. Graham CPA signed Potter Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Potter Holdings Inc.'s EIN is 75-1868716.
Download the official 2024 Form 5500 (PDF) for Potter Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Potter Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRICKER TPA & ADVISORY LLC | 92-2882635 | WILLS POINT, TX | TPA ADVISOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | SALT LAKE CITY, UT | PARTICIPANT BROKERAGE | $201 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.1M | 79.1% | |
| [Assets held in common collective trust] | Other | — | — | $1.3M | 6.6% | |
| METLIFE UTC STABLE VALUE FUND AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| [Assets held in participant loans] | Other | — | — | $1.1M | 5.5% | |
| UTC WPS CONSV II AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| UTC WPS MODERATE II AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| UTC WPS GRTH II AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST CO. | 61-2025474 | LEXINTON, MA | CONTRACT ADMINISTRATOR | $71K | — |
