Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POTOTSKY AND ASSOCIATES PA
EIN 52-2048796Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
12
16047 COLLINS AVE #2304 - SUNNY ISLES BEACH, FL 33160443-744-9896
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 12 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#002
POTOTSKY & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
POTOTSKY & ASSOCIATES 401K PROFIT SHARING PLAN
401k
Assets$459K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | POTOTSKY & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2024 | |
| 001 | POTOTSKY & ASSOCIATES 401K PROFIT SHARING PLAN | 401k | $459K | 6 | 2024 |
Retirement plans