How big is Poole & Poole Architecture LLC's plan?

Poole & Poole Architecture LLC's plan reported $3.6M in assets and 37 participants for 2024.

Original filing (PDF)20250724145451NAL0004984481001

Poole & Poole Architecture LLC

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

Form 5500-SF

FILING_RECEIVED

Poole & Poole Architecture LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Poole & Poole Architecture LLC's Poole & Poole Architecture LLC 401(k) Profit Sharing Plan & Trust held $3.6M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Helen Poole signed Poole & Poole Architecture LLC's 2024 Form 5500 as plan administrator.

Helen Poole — 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

Poole & Poole Architecture LLC's EIN is 52-2239791.

EIN 52-2239791

Plan number 001

Plan year 2024

ACK ID 20250724145451NAL0004984481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poole & Poole Architecture 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 POOLE & POOLE ARCHITECTURE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score