Pools Rule INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Pools Rule INC.
  • Sponsor EIN: 854288838
  • Sponsor Address: 2015 SOUTHWEST 42ND PLACE, OCALA, FL, 34471
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $1.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202513$1.3M$20,565$31,117
202412$978,971$19,579$30,968
202311$837,470$18,561$30,016
20229$894,076$15,459$26,421

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