# Potomac Corporation 401(k) Plan
Source: https://planprovider.pro/companies/potomac-corporation-plan

> Potomac Corporation's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Potomac Corporation

- **Sponsor EIN:** 360897610

- **Sponsor Address:** 2063 FOSTER AVENUE, WHEELING, IL, 600906522

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

- **Total Participants:** 133

- **Total Assets:** $16.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|133|$16.2M|$0|$610,675|

| 2023|143|$18.0M|$0|$619,341|

| 2022|163|$17.3M|$0|$560,884|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$30,603|—|$30,603|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$27,074|—|$27,074|

| CASSELL PLAN AUDITS, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,677

- **Estimated Expense Ratio:** 0.355% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$57,677|$27,074|—|—|—|

| 2023|$54,956|—|—|—|—|

| 2022|$56,834|—|$56,834|—|—|

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