# Fluidra North America 401(k) Plan
Source: https://planprovider.pro/companies/fluidra-north-america-401k-plan

> Fluidra North America's 401(k) plan: 1,134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|RETAINED BY EMPLOYER|$186,249|—|$186,249|

| ONEDIGITAL INVESTMENT ADVISORS, LLC|RETAINED BY EMPLOYER|$29,226|—|$29,226|

| ZODIAC POOL SYSTEMS LLC|RETAINED BY EMPLOYER|$16,000|—|$16,000|

| MERCER|RETAINED BY EMPLOYER|$15,995|—|$15,995|

| JGD & ASSCOCIATES|RETAINED BY EMPLOYER|$12,000|—|$12,000|

| JGD & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

## 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|—|—|

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