How big is Poole Huffman, LLC's plan?

Poole Huffman, LLC's plan reported $889K in assets and 11 participants for 2024.

Original filing (PDF)20251015165336NAL0010731522001

Poole Huffman, LLC

Name: Poole Huffman, LLC — Poole Huffman, LLC Cash Balance, Form 5500 (2024)
Creator: Poole Huffman, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poole Huffman, LLC Cash Balance Plan

Defined-benefit pension plan · Poole Huffman, LLC's Poole Huffman, LLC Cash Balance Plan held $889K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$889K

Net assets (EOY)

$889K

Plan identifiers

Poole Huffman, LLC's EIN is 26-4677571.

EIN 26-4677571

Plan number 002

Plan year 2024

ACK ID 20251015165336NAL0010731522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Poole Huffman, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Poole Huffman, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POOLE HUFFMAN, LLC.

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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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score