How big is Potentia Holdings, LLC's plan?

Potentia Holdings, LLC's plan reported $2.1M in assets and 56 participants for 2024.

Original filing (PDF)20250522033830NAL0003878448001

Potentia Holdings, LLC

Name: Potentia Holdings, LLC — Potentia Holdings, LLC, Form 5500 (2024)
Creator: Potentia Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potentia Holdings, LLC 401(k) Plan

401(k) retirement plan · Potentia Holdings, LLC's Potentia Holdings, LLC 401(k) Plan held $2.1M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Potentia Holdings, LLC's EIN is 81-3732288.

EIN 81-3732288

Plan number 001

Plan year 2024

ACK ID 20250522033830NAL0003878448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potentia Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potentia Holdings, LLC's plan includes profit-sharing, a 401(k) feature, 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 POTENTIA HOLDINGS, LLC.

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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

Vendor & structure

100

Knocking points off