How big is Potts, Shoemaker & Grossman, LLC's plan?

Potts, Shoemaker & Grossman, LLC's plan reported $510K in assets and 3 participants for 2024.

Original filing (PDF)20250407100533NAL0032462498001

Potts, Shoemaker & Grossman, LLC

Name: Potts, Shoemaker & Grossman, LLC — Potts, Shoemaker, Form 5500 (2024)
Creator: Potts, Shoemaker & Grossman, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potts, Shoemaker & Grossman, LLC 401(k) Plan

401(k) retirement plan · Potts, Shoemaker & Grossman, LLC's Potts, Shoemaker & Grossman, LLC 401(k) Plan held $510K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

Plan identifiers

Potts, Shoemaker & Grossman, LLC's EIN is 83-2760824.

EIN 83-2760824

Plan number 001

Plan year 2024

ACK ID 20250407100533NAL0032462498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potts, Shoemaker & Grossman, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potts, Shoemaker & Grossman, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTTS, SHOEMAKER & GROSSMAN, LLC.

Finding similar companies…

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 (99th percentile).

Plan sponsor

Name

POTTS, SHOEMAKER & GROSSMAN, LLC

EIN

all filings

Address

140 W. GAY STREET · WEST CHESTER, PA · 19380

Phone

(610) 840-2626

Industry

Law Offices· Professional & Technical Services

Plan administrator