Barry Mione signed Potomac College, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Potomac College, LLC's EIN is 83-0497458.
Download the official 2024 Form 5500 (PDF) for Potomac College, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Potomac College, LLC's plan includes automatic enrollment, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tax Managed Fund FTSE Developed Markets | Mutual Funds | — | — | $389K | 18.8% | |
| Schwab U.S. Large-Cap ETF | Mutual Funds | — | — | $306K | 14.8% | |
| iShares Core S&P U.S. Growth ETF | Other securities | — | — | $250K | 12.1% | |
| iShares Core S&P U.S. Value ETF | Other securities | — | — | $177K | 8.6% | |
| ETF Vanguard Mid-Cap Value Index Fund ETF | Common Collective Trusts | — | — | $176K | 8.5% | |
| Vanguard Short-Term Corporate Bond Index Fund ETF | Common Collective Trusts | — | — | $146K | 7.0% | |
| Vanguard Small-Cap Value Index Fund ETF | Common Collective Trusts | — | — | $142K | 6.9% | |
| iShares Core MSCI Emerging Markets ETF | Other securities | — | — | $127K | 6.2% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $110K | 5.3% | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF | Other securities | — | — | $102K | 4.9% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $40K | 1.9% | |
| iShares Core U.S. Aggregate Bond ETF | Other securities | — | — | $28K | 1.4% | |
| Schwab U.S. TIPS ETF | Mutual Funds | — | — | $8K | 0.4% | |
| Participant Loans Interest rates (9.25%) - | Bonds / Notes | — | — | $6K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
