Plan Snapshot
- Plan Sponsor: Gardner Pool Company, INC.
- Sponsor EIN: 205783897
- Sponsor Address: 801 GABLE WAY, EL CAJON, CA, 92020
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $5.4M
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 | 157 | $5.4M | $95,493 | $448,576 |
| 2023 | 147 | $4.5M | $125,000 | $470,946 |
| 2022 | 142 | $3.6M | $2,885 | $437,199 |
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 |
|---|---|---|---|---|
| OZUROVICH & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,007 | $17,514 | $3,493 | — | — |
| 2023 | $22,296 | — | $22,296 | — | — |
| 2022 | $21,957 | — | $21,957 | — | — |