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CHARLIE POTTER & ASSOCIATES, INC.

EIN 56-1405791-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
8
1816 FRONT ST. #220 - DURHAM, NC 27705919-383-7421
Plans on this EIN
1 filing
#001401k-$2.1M - 8 part

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Retirement#001

CHARLIE POTTER AND ASSOCIATES, INC. PROFIT SHARING PLAN

401k

Assets$2.1M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARLIE POTTER AND ASSOCIATES, INC. PROFIT SHARING PLAN401k$2.1M82025
Retirement plans
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