Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
THE POOL FACTORY INC.
EIN 11-3144735retailLatest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
37
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.3M assets / 37 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE POOL FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$9.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE POOL FACTORY INC. CASH BALANCE PLAN
CashBalance
Assets$759K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE POOL FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $9.5M | 24 | 2025 | |
| 002 | THE POOL FACTORY INC. CASH BALANCE PLAN | CashBalance | $759K | 13 | 2025 |
Retirement plans