Plan Snapshot
- Plan Sponsor: American Pool Enterprises, INC.
- Sponsor EIN: 510387108
- Sponsor Address: 11155 DOLFIELD BOULEVARD, OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 1,323
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,323 | $27.5M | $386,074 | $2.0M |
| 2023 | 1,116 | $25.1M | $347,496 | $1.9M |
| 2022 | 1,115 | $22.5M | $503,523 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $16,905 | — | $16,905 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,905
- Estimated Expense Ratio: 0.061% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $75,696 | $17,136 | — | $16,905 | — |
| 2023 | $61,571 | — | — | $15,000 | — |
| 2022 | $44,071 | — | — | — | — |