How big is Potomac Mortgage Advisors LLC's plan?

Potomac Mortgage Advisors LLC's plan reported $164K in assets and 3 participants for 2024.

Original filing (PDF)20251008140151NAL0013937458001

Potomac Mortgage Advisors LLC

Name: Potomac Mortgage Advisors LLC — PMA 401(k) Plan, Form 5500 (2024)
Creator: Potomac Mortgage Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PMA 401(k) Plan

401(k) retirement plan · Potomac Mortgage Advisors LLC's PMA 401(k) Plan held $164K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

People on this filing

Scott Ward signed Potomac Mortgage Advisors LLC's 2024 Form 5500 as plan administrator.

Scott Ward — 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

Potomac Mortgage Advisors LLC's EIN is 82-1123207.

EIN 82-1123207

Plan number 001

Plan year 2024

ACK ID 20251008140151NAL0013937458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potomac Mortgage Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potomac Mortgage Advisors LLC's plan includes 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 POTOMAC MORTGAGE ADVISORS LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

POTOMAC MORTGAGE ADVISORS LLC

EIN

all filings

Address

46169 WESTLAKE DRIVE, SUITE 100 · POTOMAC FALLS, VA · 20165

Phone

(571) 283-4424

Industry

Finance & Insurance

Plan administrator