How big is Potion5 LLC's plan?

Potion5 LLC's plan reported $2K in assets and 3 participants for 2025.

Original filing (PDF)20260505220757NAL0001046387045

Potion5 LLC

Name: Potion5 LLC — Potion5 401(k) Plan, Form 5500 (2025)
Creator: Potion5 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potion5 401(k) Plan

401(k) retirement plan · Potion5 LLC's Potion5 401(k) Plan held $2K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Elantha Barry signed Potion5 LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Potion5 LLC's EIN is 86-3985997.

EIN 86-3985997

Plan number 001

Plan year 2025

ACK ID 20260505220757NAL0001046387045

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Potion5 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Potion5 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 POTION5 LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

POTION5 LLC

EIN

all filings

Address

12179 GREENOCK LN · LOS ANGELES, CA · 90049

Phone

(310) 903-7171

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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