# Anthony & Sylvan Pools Corporation 401(k) Plan
Source: https://planprovider.pro/companies/anthony-sylvan-pools-corporation-401k-plan

> Anthony & Sylvan Pools Corporation's 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS, LLC.|INVESTMENT ADVISOR|$42,496|—|$42,496|

| 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:** $42,496

- **Estimated Expense Ratio:** 0.120% 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|$44,777|$42,496|—|—|—|

| 2023|$4,448|—|—|—|—|

| 2022|$8,400|—|—|—|—|

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