Potpourri Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Potpourri Group, Inc. 401(k) Plan Facts

Plan name
POTPOURRI GROUP, INC. 401(K) RETIREMENT AND SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
POTPOURRI GROUP, INC.
Participants
409 (300 active employees)
Former employees with a balance
70
Plan assets
$31,055,260 at Dec 31, 2024
Average account balance
$115,019 across 270 accounts
Employer contributions
$458,618 in plan year 2024 (21% of all contributions)
Recordkeeper
Fidelity Invest Instl Ops Co Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1989
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.14 million went into the plan in contributions, $458,618 of it from the employer (21%).
  • $1.88 million was paid out to participants.
  • Investment and other income added $3.55 million.
  • Administrative expenses were $64,258, about $238 per account.

How the Potpourri Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019468$20.5 million$358,496$1.60 million
2020421$23.8 million$179,882$1.05 million
2021404$27.9 million$494,981$860,187
2022401$24.3 million$499,221$436,110
2023436$27.3 million$451,819$2.82 million
2024409$31.1 million$458,618$1.88 million

Potpourri Group, Inc. 401(k) Contact Information

Phone
978-256-4100
Mailing address
101 BILLERICA AVE, BLDG 2, NORTH BILLERICA MA 01862
Plan sponsor
POTPOURRI GROUP, INC.
Employer identification number (EIN)
52-2078918
Plan number
001

Questions about the Potpourri Group, Inc. 401(k)

Does Potpourri Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $458,618, 21% of all contributions.

Does the Potpourri Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Potpourri Group, Inc 401(k) plan?

409 participants at the start of plan year 2024, 300 of them active employees, and 70 former employees who still had money in the plan.

What is the average 401(k) balance at Potpourri Group, Inc?

About $115,019 per account: $31.1 million in plan assets across 270 accounts with a balance at the end of plan year 2024.

Who manages the Potpourri Group, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVEST INSTL OPS CO LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Potpourri Group, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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