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Sponsor portfolio

POTOMACWAVE CONSULTING, INC.

EIN 20-8085906-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$156K premiums
Participants
349
1725 DUKE STREET, SUITE 320 - ALEXANDRIA, VA 22314703-997-6066
Plans on this EIN
2 filings
#001401k-$11.5M - 273 part#501Mixed-$156K - 73 lives

Benefits portfolio analytics

1 plan / $156K premiums / 73 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$67K
  • Vision$67K
  • Life$63K
  • Short-term disability$63K
  • Long-term disability$63K
  • Other$26K
Total $156K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA57%
  • STARMOUNT LIFE INSURANCE COMPANY43%
Total $156K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $13K1 slice

Plan deep-dives

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

POTOMACWAVE CONSULTING 401K

401k

Assets$11.5M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POTOMACWAVE CONSULTING, INC. WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$156K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POTOMACWAVE CONSULTING 401K401k$11.5M2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POTOMACWAVE CONSULTING, INC. WELFARE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$156K732025
Retirement plans
Welfare plans
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