Original filing (PDF)20251003070554NAL0001891888001

CF PROMOTIONS DBA SWAN POOLS OF SOU HERN CALIFORNIA

Name: CF PROMOTIONS DBA SWAN POOLS OF SOU HERN CALIFORNIA — CF PROMOTIONS DBA SWAN POOLS OF SOUTHERN CALIFORNIA 401K PSP, Form 5500 (2024)
Creator: CF PROMOTIONS DBA SWAN POOLS OF SOU HERN CALIFORNIA

Form 5500-SF

FILING_RECEIVED

CF PROMOTIONS DBA SWAN POOLS OF SOUTHERN CALIFORNIA 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CF PROMOTIONS DBA SWAN POOLS OF SOU HERN CALIFORNIA.

Plan sponsor

Name

CF PROMOTIONS DBA SWAN POOLS OF SOU HERN CALIFORNIA

EIN

95-3746590

Address

24512 BRIDGER ROAD · LAKE FOREST, CA · 92630

Phone

—

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

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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 Other Services (ex. Public Admin) plans

METRO RESTORATION SERVICES, INC

METRO RESTORATION SERVICES, INC RETIREMENT PLAN

$3.1M · 12 participants

KEEVER DALTON JOHNSON & COMPAN

KEEVER DALTON JOHNSON & COMPAN 401(K) PROFIT SHARING PLAN & TRUST

$3.1M · 27 participants

HUNDERTMARK CLEANING SYSTEMS, INC.

HUNDERTMARK CLEANING SYSTEMS, INC. 401(K) PLAN AND TRUST

$3.2M · 5 participants

GLENSIDE GLASS COMPANY, INC.

GLENSIDE GLASS CO. AMENDED P-S PLAN

$3.2M · 12 participants

FOLEY-BAKER, INC.