· 2022–2024 · DOL EFAST2

CAPE POOL RENOVATIONS INC — CAPE POOL RENOVATIONS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250711142604NAL0009720368001

CAPE POOL RENOVATIONS INC

Form 5500-SF

FILING_RECEIVED

CAPE POOL RENOVATIONS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

3

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

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

62

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPE POOL RENOVATIONS INC.

Plan sponsor

Name

CAPE POOL RENOVATIONS INC

EIN

65-0957222

Address

1509 COCONUT DR · FORT MYERS, FL · 339016805

Phone

(239) 633-5670

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

ABEL STORAGE SOLUTIONS, LLC

ABEL STORAGE SOLUTIONS, LLC 401(K) PLAN

$229K · 29 participants

HIGH WEST WELDING AND MACHINE LLC

HIGH WEST WELDING AND MACHINE 401K

$229K · 6 participants

CAROLINA BACKFLOW SPECIALTIES

CAROLINA BACKFLOW SPECIALTIES 401(K) PROFIT SHARING PLAN & TRUST

$229K · 8 participants

OVERTON AND SONS CONCRETE, LLC

OVERTON AND SONS CONCRETE, LLC 401(K) PLAN

$229K · 4 participants

SOUTHWEST POOL FINISHERS INC.

SOUTHWEST POOL FINISHERS 401(K) PROFIT SHARING PLAN