Clarkston-potomac Group, Inc. 401(k) Plan: Login, Facts & Contact Information
Clarkston-potomac Group, Inc. 401(k) Login
223 former Clarkston-potomac Group, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Clarkston-potomac Group, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 28, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $9.36 million went into the plan in contributions, $2.75 million of it from the employer (29%).
- $7.47 million was paid out to participants.
- Investment and other income added $14.2 million.
- Administrative expenses were $125,834, about $226 per account.
How the Clarkston-potomac Group, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 405 | $57.2 million | $1.34 million | $3.29 million |
| 2020 | 442 | $69.2 million | $1.68 million | $4.13 million |
| 2021 | 439 | $85.0 million | $3.34 million | $3.85 million |
| 2022 | 514 | $73.1 million | $3.08 million | $3.47 million |
| 2023 | 603 | $91.6 million | $2.80 million | $5.20 million |
| 2024 | 597 | $107.6 million | $2.75 million | $7.47 million |
Clarkston-potomac Group, Inc. 401(k) Contact Information
Questions about the Clarkston-potomac Group, Inc. 401(k)
Does Clarkston-potomac Group, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.75 million, 29% of all contributions.
Does the Clarkston-potomac Group, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Clarkston-potomac Group, Inc 401(k) plan?
597 participants at the start of plan year 2024, 334 of them active employees, and 223 former employees who still had money in the plan.
What is the average 401(k) balance at Clarkston-potomac Group, Inc?
About $193,113 per account: $107.6 million in plan assets across 557 accounts with a balance at the end of plan year 2024.
Who manages the Clarkston-potomac Group, Inc 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Clarkston-potomac Group, Inc. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.