Plan Snapshot
- Plan Sponsor: Fluidra North America
- Sponsor EIN: 814198874
- Sponsor Address: 2882 WHIPTAIL LOOP # 100, CARLSBAD, CA, 92010
- Plan Type: 401(k)
- Total Participants: 1,134
- Total Assets: $105.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,134 | $105.3M | $3.2M | $6.9M |
| 2023 | 1,093 | $89.5M | $3.0M | $6.3M |
| 2022 | 1,314 | $76.8M | $3.5M | $7.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $186,249 | — | $186,249 |
| ONEDIGITAL INVESTMENT ADVISORS, LLC | Other Service Provider | $29,226 | — | $29,226 |
| ZODIAC POOL SYSTEMS LLC | Other Service Provider | $16,000 | — | $16,000 |
| MERCER | Other Service Provider | $15,995 | — | $15,995 |
| JGD & ASSCOCIATES | Other Service Provider | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,470
- Estimated Expense Ratio: 0.246% 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 | $262,104 | — | $262,104 | — | — |
| 2023 | $254,598 | $61,250 | $128,331 | — | — |
| 2022 | $155,989 | $121,970 | $34,019 | — | — |