# Potesta & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/potesta-associates-inc-401k-plan

> Potesta & Associates, INC.'s 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Potesta & Associates, INC.

- **Sponsor EIN:** 311509066

- **Sponsor Address:** 7012 MACCORKLE AVENUE, SE, CHARLESTON, WV, 25304

- **Plan Type:** 401(k)

- **Total Participants:** 81

- **Total Assets:** $16.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|81|$16.7M|$185,946|$506,399|

| 2023|67|$16.1M|$169,135|$559,573|

| 2022|64|$13.7M|$182,686|$500,707|

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