AUMdb

Potomac Corporation Profit Sharing And 401(k) Plan

Sponsored by Potomac Corporation · EIN 360897610 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
133
With balances
94

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $30,603
Mma Securities Llc Investment advisory (plan) $27,074