Original filing (PDF)20250326140614NAL0024068528001

POTTS FINANCIAL SWAP ADVISORS, LLC

Name: POTTS FINANCIAL SWAP ADVISORS, LLC — POTTS FINANCIAL SWAP ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: POTTS FINANCIAL SWAP ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

POTTS FINANCIAL SWAP ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTTS FINANCIAL SWAP ADVISORS, LLC.

Plan sponsor

Name

POTTS FINANCIAL SWAP ADVISORS, LLC

EIN

81-4974119

Address

4307 GULF DR., #204 · HOLMES BEACH, FL · 34217

Phone

(402) 250-0321

Industry

Professional & Technical Servicessee all

Plan administrator