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Sponsor portfolio

CUSTOM POOL PROS, LLC

EIN 27-2426241-construction-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
22
953 RT 33, SUITE 1 - FREEHOLD, NJ 07728732-866-8667custompoolpros.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$882K - 11 part#001401k-$696K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • POOL PROS 401(K) (#001)44%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)11
  • POOL PROS 401(K) (#001)11
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CUSTOM POOL PROS, LLC CASH BALANCE PLAN

CashBalance

Assets$882K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CUSTOM POOL PROS 401(K) PLAN

401k

Assets$696K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CUSTOM POOL PROS, LLC CASH BALANCE PLANCashBalance$882K112024
001CUSTOM POOL PROS 401(K) PLAN401k$696K112024
Retirement plans
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