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Original filing (PDF)20250915160948NAL0000808163001
POTOMAC COLLEGE, LLC
Form 5500
FILING_RECEIVED
POTOMAC COLLEGE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
144
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTOMAC COLLEGE, LLC.
Plan sponsor
Name
POTOMAC COLLEGE, LLC
EIN
83-0497458
Address
1401 H STREET N.W STE 200 · DISTRICT OF COLUMBIA, DC · 20005
Phone
(703) 859-2976
Industry
Educational Servicessee all
Plan administrator
Name
SAVEDAY, INC
EIN
47-4977095
City
AUSTIN, TX
Phone
(650) 684-7283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2S · Automatic enrollment
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities· $2.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tax Managed Fund FTSE Developed Markets | — | — | — | $389K | 18.8% | |
| Schwab U.S. Large-Cap ETF | — | — | — | $306K | 14.8% | |
| iShares Core S&P U.S. Growth ETF | — | — | — | $250K | 12.1% | |
| iShares Core S&P U.S. Value ETF | — | — | — | $177K | 8.6% | |
| ETF Vanguard Mid-Cap Value Index Fund ETF | — | — | — | $176K | 8.5% | |
| Vanguard Short-Term Corporate Bond Index Fund ETF | — | — | — | $146K | 7.0% | |
| Vanguard Small-Cap Value Index Fund ETF | — | — | — | $142K | 6.9% | |
| iShares Core MSCI Emerging Markets ETF | — | — | — | $127K | 6.2% | |
| Vanguard Total International Bond Index Fund | — | — | — | $110K | 5.3% | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF | — | — | — | $102K | 4.9% | |
| Vanguard S&P 500 ETF | — | — | — | $40K | 1.9% | |
| iShares Core U.S. Aggregate Bond ETF | — | — | — | $28K | 1.4% | |
| Schwab U.S. TIPS ETF | — | — | — | $8K | 0.4% | |
| Participant Loans Interest rates (9.25%) - | — | — | — | $6K | 0.3% |
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