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Sponsor portfolio

THE POOL GUYZ LLC

EIN 27-3312618-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
29
184 S. LIVINGSTON AVENUE - LIVINGSTON, NJ 07039973-558-3636
Plans on this EIN
2 filings
#001401k-$885K - 14 part#002CashBalance-$650K - 15 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • POOL GUYZ 401(K) (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)15
  • POOL GUYZ 401(K) (#001)14
Total 29Click 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#001

THE POOL GUYZ 401(K) PLAN

401k

Assets$885K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE POOL GUYZ CASH BALANCE PLAN

CashBalance

Assets$650K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE POOL GUYZ 401(K) PLAN401k$885K142024
002THE POOL GUYZ CASH BALANCE PLANCashBalance$650K152025
Retirement plans
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