Potpourri Group, Inc. 401(k) Retirement And Savings Plan
Sponsored by Potpourri Group, Inc. · EIN 522078918 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 300
- With balances
- 270
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Investment management fees (direct) | $44,995 |
| Fidelity Invest Instl Ops Co Llc | Direct payment from the plan, Participant loan processing, Recordkeeping fees | $19,263 |