How big is Catherine Pooler, LLC's plan?

Catherine Pooler, LLC's plan reported $432K in assets and 8 participants for 2025.

Original filing (PDF)20260325115650NAL0007801954001

Catherine Pooler, LLC

Name: Catherine Pooler, LLC — Catherine Pooler Designs, Form 5500 (2025)
Creator: Catherine Pooler, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catherine Pooler Designs 401(k) Plan

401(k) retirement plan · Catherine Pooler, LLC's Catherine Pooler Designs 401(k) Plan held $432K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

People on this filing

Wendi Newton signed Catherine Pooler, LLC's 2025 Form 5500 as plan administrator.

Wendi Newton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Catherine Pooler, LLC's EIN is 47-4189054.

EIN 47-4189054

Plan number 001

Plan year 2025

ACK ID 20260325115650NAL0007801954001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Catherine Pooler, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Catherine Pooler, LLC'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 CATHERINE POOLER, LLC.

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