How big is Stockham Cooper and Potts PC's plan?

Stockham Cooper and Potts PC's plan reported $1.3M in assets for 2024.

Original filing (PDF)20250613145930NAL0015745779001

Stockham Cooper and Potts PC

Name: Stockham Cooper and Potts PC — Stockham Cooper and, Form 5500 (2024)
Creator: Stockham Cooper and Potts PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stockham Cooper and Potts PC 401(k) Plan

401(k) retirement plan · Stockham Cooper and Potts PC's Stockham Cooper and Potts PC 401(k) Plan reported $1.3M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

James ALAN Potts signed Stockham Cooper and Potts PC's 2024 Form 5500 as plan administrator.

James ALAN Potts — 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

Stockham Cooper and Potts PC's EIN is 82-0653392.

EIN 82-0653392

Plan number 001

Plan year 2024

ACK ID 20250613145930NAL0015745779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stockham Cooper and Potts PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stockham Cooper and Potts PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOCKHAM COOPER AND POTTS PC.

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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