Plan Snapshot
- Plan Sponsor: Anthony & Sylvan Pools Corporation
- Sponsor EIN: 311522456
- Sponsor Address: 963 MEARNS ROAD, WARMINSTER, PA, 18974
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $35.5M
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 | 414 | $35.5M | $695,318 | $2.0M |
| 2023 | 474 | $30.3M | $758,769 | $2.1M |
| 2022 | 495 | $23.8M | $388,297 | $2.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $44,777 | $42,496 | — | — | — |
| 2023 | $4,448 | — | — | — | — |
| 2022 | $8,400 | — | — | — | — |