Potter Holdings, Inc. 401 K Plan
Sponsored by Potter Holdings Inc · EIN 751868716 · Plan #002
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 377
- With balances
- 272
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Co. | Contract administrator, Recordkeeping, Trustee (discretionary) | $70,641 |
| Stricker Tpa & Advisory Llc | Other services, Claims processing, Copying and duplicating | $64,641 |
| Charles Schwab & Co., Inc. | Securities brokerage commissions | $201 |