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POTENTIA ADVISORS LLC

EIN 84-3402770-accounting-Latest filing 2024
Plans
1
Retirement
1
$107K assets
Welfare
0
Participants
5
8146 THOMPSON LAKE DRIVE - MISSOURI CITY, TX 77459832-654-4228potentiaadvisors.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401k-$107K - 5 part

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Retirement#001

POTENTIA ADVISORS RETIREMENT PLAN

401k

Assets$107K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POTENTIA ADVISORS RETIREMENT PLAN401k$107K52024
Retirement plans
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