Original filing (PDF)20250912131154NAL0001326337001

AQUA-TOTS SWIM SCHOOL HOLDING, LLC

Name: AQUA-TOTS SWIM SCHOOL HOLDING, LLC — AQUA-TOTS 401(K) PLAN, Form 5500 (2024)
Creator: AQUA-TOTS SWIM SCHOOL HOLDING, LLC

Form 5500

FILING_RECEIVED

AQUA-TOTS 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

105

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

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 B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AQUA-TOTS SWIM SCHOOL HOLDING, LLC.

Plan sponsor

Name

AQUA-TOTS SWIM SCHOOL HOLDING, LLC

EIN

26-0233789

Address

1110 S. GREENFIELD ROAD · SUITE 201 · MESA, AZ · 85206

Phone

(480) 621-3226

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

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $3.9M

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$3.9M	100.0%

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