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Original filing (PDF)20251229150711NAL0010294259001

THE POOL PLACE, INC.

Form 5500-SF
FILING_RECEIVED
THE POOL PLACE PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE POOL PLACE, INC..
Plan sponsor
Name
THE POOL PLACE, INC.
EIN
04-2551501
Address
78 WASHINGTON STREET · NORTH EASTON, MA · 02356
Phone
(508) 238-3438
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-12-01
Tax period
2025-11-30
Filed
2025-12-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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