How big is Potentia Advisors LLC's plan?

Potentia Advisors LLC's plan reported $107K in assets and 5 participants for 2024.

Original filing (PDF)20250723104517NAL0001937219002

Potentia Advisors LLC

Name: Potentia Advisors LLC — Potentia Advisors Retirement, Form 5500 (2024)
Creator: Potentia Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potentia Advisors Retirement Plan

401(k) retirement plan · Potentia Advisors LLC's Potentia Advisors Retirement Plan held $107K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

People on this filing

Plan Sponsor signed Potentia Advisors LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Advisors LLC's EIN is 84-3402770.

EIN 84-3402770

Plan number 001

Plan year 2024

ACK ID 20250723104517NAL0001937219002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Potentia Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTENTIA ADVISORS 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