The Potter's House 401(k) Savings Plan
Sponsored by The Potter's House Of Dallas, Inc. · EIN 311506712 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 327
- With balances
- 377
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $21,966 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $82 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |