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Sponsor portfolio

JOHN E POTENTE & SONS INC

EIN 11-2223957-construction-Latest filing 2025
Plans
2
Retirement
2
$601K assets
Welfare
0
Participants
36
114 WOODBURY RD - HICKSVILLE, NY 11801516-935-8585johnepotente.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$364K - 22 part#002401k-$236K - 14 part

Retirement portfolio analytics

2 plans aggregated / $601K assets / 36 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • & SONS INC (#001)61%
  • SONS INC 401(K) (#002)39%
Total $601KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & SONS INC (#001)22
  • SONS INC 401(K) (#002)14
Total 36Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOHN E POTENTE & SONS INC

401k

Assets$364K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JOHN E POTENTE & SONS INC 401(K) PLAN

401k

Assets$236K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOHN E POTENTE & SONS INC401k$364K222024
002JOHN E POTENTE & SONS INC 401(K) PLAN401k$236K142025
Retirement plans
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