Retirement plan

SEARS POOL MANAGEMENT 401K

Name: SEARS POOL MANAGEMENT CONSULTANTS, - SEARS POOL MANAGEMENT 401K (2025) Form 5500
Creator: SEARS POOL MANAGEMENT CONSULTANTS,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEARS POOL MANAGEMENT 401K, SEARS POOL MANAGEMENT CONSULTANTS,

SEARS POOL MANAGEMENT CONSULTANTS,EIN 58-2436881Plan #001PY 2025

1165 HIGHTOWER TRAIL - SANDY SPRINGS, GA 30350770-993-7492searspool.comLinkedIn201-500 employeesrecreational facilities and services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+24.9% from 2024

Total participants

-5.3% from 2024

Average account balance

$166,185

+17.1% from 2024

Annual return

16.60%

+1.61 pp from 2024

Benchmarks

See 13,952 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,952 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$166K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$166,185

$99,053+67.8%

$88,179+88.5%

$138,895+19.6%

Participation rate

86.7%

74.2%+12.4pp

69.1%+17.5pp

79.9%+6.7pp

Annual return

16.60%

78.17%-61.6pp

64.97%-48.4pp

145.39%-128.8pp

Employer contribution / active EE

$2,834

$2,882-1.7%

$2,549+11.2%

$4,194-32.4%

Participant deferral / active EE

$8,977

$5,225+71.8%

$4,614+94.6%

$6,396+40.4%

Admin fee / account holder

$8,748-100.0%

$7,673-100.0%

$12,562-100.0%

SEARS POOL MANAGEMENT 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SEARS POOL MANAGEMENT 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion