Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MR. CARLOS POOLS & CONSTRUCTION, INC.
EIN 26-4654659ConstructionLatest filing 2024
Plans
2
Retirement
2
$909K assets
Welfare
0
Participants
56
978 N. AMELIA AVE - SAN DIMAS, CA 91773626-332-8731
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $909K assets / 56 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#002
MR. CARLOS POOLS & CONSTRUCTION, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$662K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MR. CARLOS POOLS & CONSTRUCTION, INC. 401(K) PLAN
401k
Assets$248K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MR. CARLOS POOLS & CONSTRUCTION, INC. DEFINED BENEFIT PLAN | CashBalance | $662K | 27 | 2024 | |
| 001 | MR. CARLOS POOLS & CONSTRUCTION, INC. 401(K) PLAN | 401k | $248K | 29 | 2024 |
Retirement plans