Poten & Partners Group, Inc.Profit-sharing plan

Poten & Partners Group, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $12,422,467 across 87 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New York (3,267th of 5,648), and the 1,015th of 2,677 in transportation & warehousing.