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Original filing (PDF)20250717092842NAL0000011907016
SPS POOLCARE
Form 5500
FILING_RECEIVED
SPS POOLCARE 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
660
Accounts w/ balance
625
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
15 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPS POOLCARE.
Plan sponsor
Name
SPS POOLCARE
EIN
86-3291666
Address
9020 N CAPITAL OF TEXAS HWY · SUITE 1-220 · AUSTIN, TX · 78759
Phone
(661) 309-2639
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
15 direct securities· $1.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $581K | 41.7% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral S ** 178 Vanguard Developed Markets Index Fund Admiral | — | — | — | $248K | 17.8% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $226K | 16.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $126K | 9.0% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $80K | 5.7% | |
| Vanguard Real Estate Index Fund | — | — | — | $64K | 4.6% | |
| Non-interest bearing cash | — | — | $24K | $24K | 1.7% | |
| Vanguard Extended Market Index Fund Admiral ** 495 Vanguard Growth Index Fund Admiral Shares | — | — | — | $15K | 1.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund | — | — | — | $9K | 0.6% | |
| Participant loans receivable - two loans outstanding with interest rates of 9.50% - | — | — | — | $6K | 0.5% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $5K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $3K | 0.2% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $2K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2K | 0.1% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $1K | <0.1% |
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