Sponsor portfolio
POTTER & SON, INC.
EIN 39-0811817architecture & planningLatest filing 2025
Plans
1
Retirement
1
$311K assets
Welfare
0
Participants
7
9128 ELM RD. - BANCROFT, WI 54921715-423-1111potterlawson.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POTTER & SON, INC. PROFIT SHARING PLAN | ProfitSharing | $311K | 7 | 2025 |
Retirement plans