# Bay Area Pools And Spas, LLC Dba Pool Troopers 401(k) Plan
Source: https://planprovider.pro/companies/bay-area-pools-and-spas-llc-dba-pool-troopers-401k-plan

> Bay Area Pools And Spas, LLC Dba Pool Troopers's 401(k) plan: 596 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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