Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC.
EIN 15-0532293restaurantsLatest filing 2025
Plans
3
Retirement
3
$6.2M assets
Welfare
0
Participants
120
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.2M assets / 120 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)
403b
Assets$3.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. RETIREMENT PLAN
TraditionalDB
Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN
403b
Assets$1.1M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) | 403b | $3.5M | 28 | 2025 | |
| 002 | POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. RETIREMENT PLAN | TraditionalDB | $1.7M | 19 | 2025 | |
| 005 | POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN | 403b | $1.1M | 73 | 2025 |
Retirement plans