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POTOMAC FINANCIAL PCG

EIN 26-2091016-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
13
11130 SUNRISE VALLEY DR, SUITE 130 - RESTON, VA 20191703-891-9960potomacfinancialpcg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.1M - 13 part

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Retirement#001

POTOMAC FINANCIAL PRIVATE CLIENT GROUP, LLC RETIREMENT TRUST

401k

Assets$2.1M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POTOMAC FINANCIAL PRIVATE CLIENT GROUP, LLC RETIREMENT TRUST401k$2.1M132025
Retirement plans
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