Original filing (PDF)20251015071358NAL0001963347001

GUARINO'S SWIMMING POOL SERVICE, INC.

Name: GUARINO'S SWIMMING POOL SERVICE, INC. — GUARINO'S SWIMMING POOLS SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GUARINO'S SWIMMING POOL SERVICE, INC.

Form 5500

FILING_RECEIVED

GUARINO'S SWIMMING POOLS SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

281

Accounts w/ balance

105

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUARINO'S SWIMMING POOL SERVICE, INC..

Plan sponsor

Name

GUARINO'S SWIMMING POOL SERVICE, INC.

EIN

04-2731247

Address

12 ESQUIRE RD · NORTH BILLERICA, MA · 018622502

Phone

(978) 667-7783

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$17K	—

Investments

1 pooled fund· $8K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.