The Pool And Spa Depot Llc 401(k) Plan
Sponsored by The Pool And Spa Depot Llc · EIN 621651281 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 130
- With balances
- 183
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vision Asset Management Llc CRD 163765 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $16,046 |
| Vision401 K | Investment advisory (plan) | $10,300 |
| Stones River Consulting | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,792 |
| Colonial Surety Agency Llc | Other fees | $1,349 |