Plan Snapshot
- Plan Sponsor: Leisure Pools Usa Trading, INC.
- Sponsor EIN: 830394882
- Sponsor Address: 2901 LEISURE ISLAND WAY, KNOXVILLE, TN, 37914
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $2.5M
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 | 264 | $2.5M | $109,653 | $600,247 |
| 2023 | 252 | $2.0M | $132,265 | $547,175 |
| 2022 | 253 | $1.3M | $123,928 | $544,791 |
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 |
|---|---|---|---|---|
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC PC — Auditor
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 | $20,348 | $2,974 | — | — | — |
| 2023 | $14,398 | $788 | $12,750 | — | — |
| 2022 | $10,190 | $529 | $9,661 | — | — |