Back to filter
Original filing (PDF)20260106125726NAL0006974083001
WINKLER POOL MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
WLS RETIREMENT PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
18
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINKLER POOL MANAGEMENT, INC..
Plan sponsor
Name
WINKLER POOL MANAGEMENT, INC.
EIN
52-0949406
Address
4905 EDMONSTON RD. · HYATTSVILLE, MD · 20781
Phone
(301) 864-4900
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
WINKLER POOL MANAGEMENT, INC.
EIN
52-0949406
City
HYATTSVILLE, MD
Phone
(301) 864-4900
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-06
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
ATLANTIC GOLF CLUB, INC.
ATLANTIC GOLF CLUB RETIREMENT PLAN
$4.3M · 16 participants
THE BEACH CLUB, INC.
THE BEACH CLUB, INC. 401(K) PLAN
$4.3M · 65 participants
DES MOINES GOLF AND COUNTRY CLUB
DES MOINES GOLF AND COUNTRY CLUB 401(K) RETIREMENT PLAN
$4.3M · 76 participants
CEDARDALE, INC.
CEDARDALE ATHLETIC CLUB 401K PROFIT SHARING
$4.3M · 29 participants
E2 HOLDING, LLC
E2 HOLDING, LLC 401(K) PLAN
$4.3M · 71 participants
THE STANWICH CLUB, INC.
THE STANWICH CLUB, INC. 401(K) PLAN
$4.3M · 78 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B