Plan Snapshot
- Plan Sponsor: Imperial Pools, INC.
- Sponsor EIN: 141493361
- Sponsor Address: 33 WADE ROAD, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 249 | $21.8M | $89,366 | $730,322 |
| 2023 | 261 | $23.6M | $94,129 | $728,618 |
| 2022 | 287 | $22.4M | $100,782 | $850,270 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW & KERSHNER | 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 | $109,539 | $67,049 | $40,030 | — | — |
| 2023 | $139,096 | — | — | — | — |
| 2022 | $143,198 | $103,309 | — | — | $39,889 |