Latham Pool Products, Inc. 401(k) Savings Plan
Sponsored by Latham Pool Products, Inc. · EIN 271694029 · Plan #001
- Total assets
- $56.4M
- Net assets
- $56.3M
- Active participants
- 1,442
- With balances
- 1,603
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $131,105 |
| Creative Planning Llc | Investment advisory (plan) | $83,489 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $26,140 |