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Original filing (PDF)20250627153712NAL0023131170001
POTTER-WEBSTER CO.
Form 5500-SF
FILING_RECEIVED
POTTER-WEBSTER CO. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
51
Accounts w/ balance
43
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTTER-WEBSTER CO..
Plan sponsor
Name
POTTER-WEBSTER CO.
EIN
93-0498213
Address
PO BOX 11229 · PORTLAND, OR · 97211
Phone
(503) 283-4792
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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