Plan Snapshot
- Plan Sponsor: Bay Area Pools And Spas, LLC Dba Pool Troopers
- Sponsor EIN: 590937267
- Sponsor Address: 5015 WEST WATERS AVENUE, TAMPA, FL, 33634
- Plan Type: 401(k)
- Total Participants: 596
- Total Assets: $7.1M
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 | 596 | $7.1M | $400,598 | $698,700 |
| 2023 | 489 | $5.4M | $338,218 | $547,208 |
| 2022 | 133 | $3.9M | $225,475 | $322,359 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO | RECORDKEEPER | $19,665 | — | $19,665 |
| RAYMOND JAMES & ASSOC | INVESTMENT ADVISOR | $15,173 | — | $15,173 |
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,838
- Estimated Expense Ratio: 0.493% 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 | $36,637 | $17,341 | $3,150 | — | — |
| 2023 | $26,001 | $11,090 | $1,919 | — | — |
| 2022 | $26,350 | $11,033 | $15,317 | — | — |