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Original filing (PDF)20251002151651NAL0000638817001
NATIONAL POOL PARTNERS, INC.
Form 5500
FILING_RECEIVED
NATIONAL POOL PARTNERS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
497
Accounts w/ balance
124
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL POOL PARTNERS, INC..
Plan sponsor
Name
NATIONAL POOL PARTNERS, INC.
EIN
85-3369509
Address
1715 N. WEST SHORE BLVD. · SUITE 390 · TAMPA, FL · 33607
Phone
(407) 574-8933
Industry
Wholesale Tradesee 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
2025-10-02
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)
Auditor
ACCELL CPA & ASSOCIATES, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $14K | — |
Investments
26 direct securities · 1 pooled fund· $2.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.1M
26 holdings
Common Collective Trust
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party. rate of interest, collateral, par or maturity value. Cost Current Value Fidelity 500 Index Fund Mutual fund - domestic equity | — | — | — | $312K | 14.9% | |
| State Street Target Ret 2050 Mutual fund - balanced | — | — | — | $291K | 13.9% | |
| State Street Target Ret 2035 Mutual fund - balanced | — | — | — | $196K | 9.4% | |
| State Street Target Ret 2055 Mutual fund - balanced | — | — | — | $147K | 7.0% | |
| State Street Target Ret 2025 Mutual fund - balanced | — | — | — | $141K | 6.7% | |
| State Street Target Ret 2040 Mutual fund - balanced | — | — | — | $113K | 5.4% | |
| State Street Target Ret 2045 Mutual fund - balanced | — | — | — | $108K | 5.1% | |
| State Street Target Ret 2060 Mutual fund - balanced | — | — | — | $107K | 5.1% | |
| AllianceBernstein Large Cap Growth ADV Mutual fund - domestic equity | — | — | — | $105K | 5.0% | |
| Vanguard Balanced Index Fund ADM #502 Mutual fund - balanced | — | — | — | $89K | 4.2% | |
| State Street Target Ret 2030 Mutual fund - balanced | — | — | — | $81K | 3.9% | |
| Fidelity Mid Cap Index Instl Mutual fund - domestic equity | — | — | — | $65K | 3.1% | |
| JPMorgan Equity Income R6 Mutual fund - domestic equity | — | — | — | $42K | 2.0% | |
| Blackrock Balanced Capital Mutual fund - domestic equity | — | — | — | $34K | 1.6% | |
| T Rowe Price Overseas Stock CL I Mutual fund - international equity | — | — | — | $33K | 1.6% | |
| JP Morgan Global Allocation R6 Mutual fund - international equity | — | — | — | $31K | 1.5% | |
| Vanguard Mid Cap Value Index Admiral Mutual fund - domestic equity | — | — | — | $26K | 1.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $21K | 1.0% | |
| Vanguard Real Estate Index ADMR SHS Mutual fund - domestic equity | — | — | — | $21K | 1.0% | |
| American Funds New World R6 Mutual fund - international equity | — | — | — | $20K | 1.0% | |
| Fidelity US Bond Index Fund Mutual fund - bonds | — | — | — | $18K | 0.9% | |
| Vanguard Small Cap Value Index Admiral Mutual fund - domestic equity | — | — | — | $16K | 0.8% | |
| Dodge & Cox Income Fund Mutual fund - bonds | — | — | — | $15K | 0.7% | |
| State Street Target Retirement Mutual fund - balanced | — | — | — | $15K | 0.7% | |
| T Rowe Price Global Multi Sector Bond I Mutual fund - bonds | — | — | — | $13K | 0.6% | |
| State Street Target Ret 2065 Mutual fund - balanced | — | — | — | $12K | 0.6% | |
| GMO Resources Fund R6 Mutual fund - domestic equity | — | — | — | $6K | 0.3% |
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