# Potpourri Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/potpourri-group-inc-401k-plan

> Potpourri Group, INC.'s 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Potpourri Group, INC.

- **Sponsor EIN:** 522078918

- **Sponsor Address:** 101 BILLERICA AVE, BLDG 2, NORTH BILLERICA, MA, 01862

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

- **Total Participants:** 300

- **Total Assets:** $31.1M

## 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|300|$31.1M|$458,618|$1.5M|

| 2023|345|$27.3M|$451,819|$1.5M|

| 2022|347|$24.3M|$499,221|$1.5M|

## 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|

| SENTINEL PENSION ADVISORS|N/A|$44,995|—|$44,995|

| FIDELITY INVEST INSTL OPS CO LLC|RECORDKEEPER|$19,263|—|$19,263|

| BOIVIN & ASSOCIATES, CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SENTINEL PENSION ADVISORS](https://planprovider.pro/provider/sentinel-group) — N/A

- [FIDELITY INVEST INSTL OPS CO LLC](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BOIVIN & ASSOCIATES, CPA, PLLC](https://planprovider.pro/provider/boivin-and-associates-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,258

- **Estimated Expense Ratio:** 0.207% 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|$64,258|$44,995|—|—|—|

| 2023|$67,275|$44,993|$300|—|—|

| 2022|$75,210|$29,688|—|—|$1,560|

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