POTTER HOLDINGS, INC. 401K PLAN

Plan Overview & Key Metrics

POTTER HOLDINGS, INC. 401K PLAN is a defined contribution retirement plan offered by POTTER HOLDINGS INC. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

POTTER HOLDINGS, INC. 401K PLAN Total Retirement Plan Assets

At the end of 2024, the total retirement plan assets of POTTER HOLDINGS, INC. 401K PLAN is $20,365,800.00.This plan was established in 1998.

POTTER HOLDINGS, INC. 401K PLAN Total Number of Retirement Plan Participants

At the end of 2024, the total number of retirement plan participants in POTTER HOLDINGS, INC. 401K PLAN is 430

POTTER HOLDINGS, INC. 401K PLAN Average Participant Retirement Account Value

In 2024, the average participant retirement account value for POTTER HOLDINGS, INC. 401K PLAN is $47,362.00

POTTER HOLDINGS, INC. 401K PLAN Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for POTTER HOLDINGS, INC. 401K PLAN is $3,515.00.

POTTER HOLDINGS, INC. 401K PLAN Total Retirement Plan Asset Growth Rate

In 2024, the total retirement plan asset growth rate of POTTER HOLDINGS, INC. 401K PLAN is 14.26%.

POTTER HOLDINGS, INC. 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2024, the estimated aggregate retirement account investment gain/loss for POTTER HOLDINGS, INC. 401K PLAN is 12.57%. This measures the effectiveness of the plan participants’ investments in the year.

POTTER HOLDINGS, INC. 401K PLAN Expense Ratio

In 2024, the investment and administrative expense ratio of POTTER HOLDINGS, INC. 401K PLAN is 0.66%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

POTTER HOLDINGS, INC. 401K PLAN Contact Info:

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Enrollment & Brokerage Features

The following features describe how POTTER HOLDINGS, INC. 401K PLAN handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

POTTER HOLDINGS, INC. 401K PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of POTTER HOLDINGS, INC. 401K PLAN:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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