The Potter Companies Retirement Savings Plan
Sponsored by Phoenix Coal Holdings, Llc · EIN 832375765 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 995
- With balances
- 677
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blue & Co Llc | Accounting | $18,657 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $11,861 |
| Mcf Advisors Llc | Investment advisory (plan) | $10,166 |