AUMdb

Pool Corporation 401(k) Plan

Sponsored by Scp Distributors, Llc · EIN 363926337 · Plan #001

Total assets
$436M
Net assets
$436M
Active participants
4,766
With balances
5,806

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $288,747
Creative Planning Consulting (general), Direct payment from the plan $35,000
Morningstar Investment advisory (participants), Direct payment from the plan $11,907