How big is Poole & Company Architects, PC's plan?

Poole & Company Architects, PC's plan reported $7.8M in assets and 20 participants for 2025.

Original filing (PDF)20260521172728NAL0002360721001

Poole & Company Architects, PC

Name: Poole & Company Architects, PC — Poole & Company, Form 5500 (2025)
Creator: Poole & Company Architects, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poole & Company Architects, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Poole & Company Architects, PC's Poole & Company Architects, PC 401(k) Profit Sharing Plan held $7.8M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan identifiers

Poole & Company Architects, PC's EIN is 33-1112899.

EIN 33-1112899

Plan number 001

Plan year 2025

ACK ID 20260521172728NAL0002360721001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Poole & Company Architects, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Poole & Company Architects, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score