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CLASSIC POOL & SPA, INC. — CLASSIC POOL & SPA, INC. 401K SALARY REDUCTION PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260129182135NAL0005884755001
CLASSIC POOL & SPA, INC.
Form 5500-SF
FILING_RECEIVED
CLASSIC POOL & SPA, INC. 401K SALARY REDUCTION PLAN & TRUST
401(k) retirement plan
Active participants
14
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLASSIC POOL & SPA, INC.
.
Find decision makers
Plan sponsor
Name
CLASSIC POOL & SPA, INC.
EIN
93-0754165
Address
17300 SE 82ND DR. · CLACKAMAS, OR · 97015
Phone
(503) 656-0021
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-01-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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$8.6B
