Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Potomac Bank, Inc
EIN 55-0118850government administrationLatest filing 2025
Plans
3
Retirement
2
$23.4M assets
Health & Benefits
1
$1.1M premiums
Participants
401
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $23.4M assets / 272 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- 401(K) ADVISORS INC$12.6M
- (Not disclosed)$10.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 168 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$1.0M
- Vision$76K
- Life$76K
- Long-term disability$76K
- Other$76K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
POTOMAC BANK, INC 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$12.6M
Participants156
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BANK OF CHARLES TOWN DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$10.8M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BANK OF CHARLES TOWN WRAP BENEFIT PLAN
Fully insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA
Premiums$1.1M
Covered lives168
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | POTOMAC BANK, INC 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $12.6M | 156 | 2025 |
| #001 | BANK OF CHARLES TOWN DEFINED BENEFIT PENSION PLAN | Traditional DB | $10.8M | 116 | 2025 |
- #002 · 401(k) · 2025156
- #001 · Traditional DB · 2025116
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BANK OF CHARLES TOWN WRAP BENEFIT PLAN | Fully insured | HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA | $1.1M | 168 | 2025 |
- #501 · Fully insured · HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA · 2025168
Retirement plans
Health & Benefits plans