POTTS & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
3
Plan assets (EOY)
$31K
Net assets (EOY)
$31K
Plan health score
77
/ 100
Grade B
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
21
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTTS & ASSOCIATES INC.
Plan sponsor
Name
POTTS & ASSOCIATES INC
EIN
95-4890307
Address
3500 E COLORADO BLVD STE 107 · PASADENA, CA · 911073832
