# Potter Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/potter-holdings-inc-401k-plan

> Potter Holdings INC's 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Potter Holdings INC

- **Sponsor EIN:** 751868716

- **Sponsor Address:** 2400 E PIONEER DR., IRVING, TX, 75061

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

- **Total Participants:** 377

- **Total Assets:** $20.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|377|$20.4M|$0|$1.6M|

| 2023|430|$17.8M|$0|$1.6M|

| 2022|435|$15.1M|$0|$1.6M|

## 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|

| AMERICAN TRUST CO.|CONTRACT ADMINISTRATOR|$70,641|$4,002|$74,643|

| STRICKER TPA & ADVISORY LLC|TPA ADVISOR|$64,641|—|$64,641|

| HM&M GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HM&M GROUP, LLC](https://planprovider.pro/provider/hmandm-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,284

- **Estimated Expense Ratio:** 0.684% 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|$135,282|—|—|—|—|

| 2023|$130,203|—|$130,203|—|—|

| 2022|$133,118|—|$133,118|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/potter-holdings-inc-401k-plan)

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