How big is Latham Centers, Inc.'s plan?

Latham Centers, Inc.'s plan reported $9.4M in assets and 255 participants for 2023.

Original filing (PDF)20250415133243NAL0001516643001

Latham Centers, Inc.

Name: Latham Centers, Inc. — Latham Centers Retirement, Form 5500 (2023)
Creator: Latham Centers, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Latham Centers Retirement Plan

403(b) retirement plan · Latham Centers, Inc.'s Latham Centers Retirement Plan held $9.4M in plan assets for 255 participants in 2023, with Lincoln Financial as recordkeeper.

Signals · 1

34% in single holding

Active participants

255

Accounts w/ balance

191

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Gerry Pouliot signed Latham Centers, Inc.'s 2023 Form 5500 as plan administrator.

Gerry Pouliot — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Latham Centers, Inc.'s EIN is 04-2467497.

EIN 04-2467497

Plan number 002

Plan year 2023

ACK ID 20250415133243NAL0001516643001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Latham Centers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Latham Centers, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LATHAM CENTERS, INC..

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How this plan invests

This plan

53 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

LATHAM CENTERS, INC.

EIN

all filings

Address

259 WILLOW STREET · YARMOUTH PORT, MA · 026751762

Phone

(508) 896-5776

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LEONARD, MULHERIN & GREENE, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$510	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL BENEFITS GROUP, INC.	04-3015875	—	N/A	$16K	—

Investments

53 direct securities· $9.4M(100% of reported assets)

Common Collective Trusts

$5.0M

9 holdings

Mutual Funds

$2.2M

16 holdings

Other securities

$2.0M

25 holdings

Bonds / Notes

$131K

1 holding

Common Stocks

$67K

2 holdings

					% of plan
Mid Atlantic Trust Company Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.1M	33.6%
Fidelity Advisor Total Bond Fund Mutual Fund	Mutual Funds	—	—	$980K	10.4%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$852K	9.1%
PIMCO Short Asset Investment Fund Mutual Fund	Mutual Funds	—	—	$463K	4.9%
T. Rowe Price All-Cap Opportunities Fund Mutual Fund	Other securities	—	—	$446K	4.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$438K	4.7%
ALPS/Smith Total Return Bond Fund Mutual Fund	Other securities	—	—	$432K	4.6%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$374K	4.0%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$239K	2.5%
BlackRock Systematic Multi-Strategy Fund Mutual Fund	Other securities	—	—	$198K	2.1%
Goldman Sachs GQG Partners International Opportunities Fund Mutual Fund	Other securities	—	—	$173K	1.8%
American Funds Growth Fund Variable Annuity Mutual Fund	Mutual Funds	—	—	$157K	1.7%
Participant loans Participant loans (4.25% - 9.50%)	Bonds / Notes	—	—	$131K	1.4%
T. Rowe Price Mid Cap Value Fund Mutual Fund	Other securities	—	—	$126K	1.3%
Parnassus Core Equity Fund Mutual Fund	Other securities	—	—	$119K	1.3%
LVIP Macquarie Social Awareness Fund Variable Annuity Mutual Fund	Other securities	—	—	$107K	1.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$82K	0.9%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$76K	0.8%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$71K	0.8%
LVIP American Century VP Balanced Fund Variable Annuity Mutual Fund	Other securities	—	—	$68K	0.7%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$64K	0.7%
The Lincoln National Life Insurance Company * Lincoln Group Variable Annuity Fixed Account Insurance Company General Account	Common Stocks	—	—	$54K	0.6%
Neuberger Berman AMT Sustainable Equity Portfolio Variable Annuity Mutual Fund	Other securities	—	—	$53K	0.6%
Allspring Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$50K	0.5%
Columbia Dividend Income Fund Mutual Fund	Other securities	—	—	$39K	0.4%
LVIP Dimensional U.S. Core Equity 1 Fund Variable Annuity Mutual Fund	Mutual Funds	—	—	$35K	0.4%
MFS International Growth Fund Mutual Fund	Mutual Funds	—	—	$32K	0.3%
Loomis Sayles Small Cap Growth Fund Mutual Fund	Other securities	—	—	$30K	0.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$25K	0.3%
Invesco International Small-Mid Company Fund Mutual Fund	Mutual Funds	—	—	$25K	0.3%
Fidelity Growth Portfolio Variable Annuity Mutual Fund	Mutual Funds	—	—	$24K	0.3%
Fidelity Asset Manager Portfolio Variable Annuity Mutual Fund	Mutual Funds	—	—	$21K	0.2%
American Funds Capital World Growth and Income Fund Mutual Fund	Mutual Funds	—	—	$21K	0.2%
LVIP Global Moderate Allocation Managed Risk Fund Variable Annuity Mutual Fund	Other securities	—	—	$21K	0.2%
AllianceBernstein VPS Sustainable Global Thematic Portfolio Variable Annuity Mutual Fund	Other securities	—	—	$20K	0.2%
LVIP T. Rowe Price 2040 Fund Variable Annuity Mutual Fund	Other securities	—	—	$17K	0.2%
Lincoln Loan Reserve Other - Loan Reserve	Other securities	—	—	$16K	0.2%
LVIP SSGA S&P 500 Index Fund Variable Annuity Mutual Fund	Common Collective Trusts	—	—	$13K	0.1%
LVIP Macquarie U.S. REIT Fund Variable Annuity Mutual Fund	Common Stocks	—	—	$13K	0.1%
LVIP Macquarie Smid Cap Core Fund Variable Annuity Mutual Fund	Other securities	—	—	$12K	0.1%
LVIP T. Rowe Price 2020 Fund Variable Annuity Mutual Fund	Other securities	—	—	$12K	0.1%
American Funds International Fund Variable Annuity Mutual Fund	Mutual Funds	—	—	$11K	0.1%
American Funds Global Growth Fund Variable Annuity Mutual Fund	Mutual Funds	—	—	$11K	0.1%
Janus Henderson Global Research Portfolio Variable Annuity Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Fidelity Contrafund Portfolio Variable Annuity Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
LVIP T. Rowe Price Structured Mid Cap Growth Fund Variable Annuity Mutual Fund	Other securities	—	—	$9K	<0.1%
LVIP Macquarie Bond Fund Variable Annuity Mutual Fund	Other securities	—	—	$8K	<0.1%
LVIP SSGA Small Cap Index Fund Variable Annuity Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%
DWS Alternative Asset Allocation VIP Fund Variable Annuity Mutual Fund	Other securities	—	—	$7K	<0.1%
LVIP Global Growth Allocation Managed Risk Fund Variable Annuity Mutual Fund	Other securities	—	—	$6K	<0.1%