How big is Potentia Analytics, Inc.'s plan?

Potentia Analytics, Inc.'s plan reported $558K in assets and 11 participants for 2024.

Original filing (PDF)20250624152817NAL0010137024001

Potentia Analytics, Inc.

Name: Potentia Analytics, Inc. — Potentia Analytics 401(k), Form 5500 (2024)
Creator: Potentia Analytics, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potentia Analytics 401(k) P/S Plan

401(k) retirement plan · Potentia Analytics, Inc.'s Potentia Analytics 401(k) P/S Plan held $558K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$558K

Net assets (EOY)

$558K

People on this filing

Shahram Rahimi signed Potentia Analytics, Inc.'s 2024 Form 5500 as plan administrator.

Shahram Rahimi — 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

Potentia Analytics, Inc.'s EIN is 82-1149694.

EIN 82-1149694

Plan number 001

Plan year 2024

ACK ID 20250624152817NAL0010137024001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Potentia Analytics, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (86th percentile).

Plan sponsor

Name

POTENTIA ANALYTICS, INC.

EIN

all filings

Address

1840 INNOVATION DR STE 108 · CARBONDALE, IL · 62903

Phone

(618) 303-4153

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator