Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POTOMAC FUND MANAGEMENT, INC.
EIN 52-1542454Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
48
777 BRICKELL AVE STE 500-9455 - MIAMI, FL 33131954-900-8841
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 48 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
POTOMAC FUND MANAGEMENT, INC. 401(K) PLAN
401k
Assets$3.0M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POTOMAC FUND MANAGEMENT, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$37K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POTOMAC FUND MANAGEMENT, INC. 401(K) PLAN | 401k | $3.0M | 47 | 2025 | |
| 002 | POTOMAC FUND MANAGEMENT, INC. CASH BALANCE PENSION PLAN | CashBalance | $37K | 1 | 2025 |
Retirement plans