How big is Pools Plus' plan?

Pools Plus' plan reported $14K in assets and 34 participants for 2022.

Original filing (PDF)20230915123052NAL0052398994001

Pools Plus

Name: Pools Plus — Pools Plus 401(k) Plan, Form 5500 (2022)
Creator: Pools Plus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pools Plus 401(k) Plan

401(k) retirement plan · Pools Plus' Pools Plus 401(k) Plan held $14K in plan assets for 34 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan identifiers

Pools Plus' EIN is 61-1667661.

EIN 61-1667661

Plan number 001

Plan year 2022

ACK ID 20230915123052NAL0052398994001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Pools Plus from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Pools Plus' 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 POOLS PLUS.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

POOLS PLUS

EIN

all filings

Address

1818 E ROOSEVELT COURT · VISALIA, CA · 93292

Phone

(559) 679-6291

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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