Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
POTTER VENTURES, LLC
EIN 46-3413041Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
6
31 WEST 89TH STREET - NEW YORK, NY 10024917-622-7445
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 6 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#001
POTTER VENTURES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$2.9M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
POTTER VENTURES, LLC 401(K) PLAN AND TRUST
401k
Assets$999K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POTTER VENTURES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $2.9M | 3 | 2024 | |
| 002 | POTTER VENTURES, LLC 401(K) PLAN AND TRUST | 401k | $999K | 3 | 2024 |
Retirement plans