Plan Snapshot
- Plan Sponsor: Pooler Enterprises, INC.
- Sponsor EIN: 161323978
- Sponsor Address: 783 WANGUM ROAD, FISHERS, NY, 14453
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $15.6M
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 | 84 | $15.6M | $908,631 | $549,700 |
| 2023 | 79 | $14.0M | $770,858 | $496,361 |
| 2022 | 69 | $11.2M | $443,129 | $428,964 |
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 |
|---|---|---|---|---|
| DAVIE KAPLAN,CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIE KAPLAN,CPA 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 | $53,223 | $36,185 | $17,038 | — | — |
| 2023 | $60,568 | $29,289 | $16,279 | $15,000 | — |
| 2022 | $58,938 | $29,598 | $15,340 | — | $14,000 |