# Pooler Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pooler-enterprises-inc-401k-plan

> Pooler Enterprises, INC.'s 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH RETIREMENT & BENEFIT|NONE|$36,185|—|$36,185|

| ASCENSUS LLC|NONE|$17,038|—|$17,038|

| 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](https://planprovider.pro/provider/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:** $53,223

- **Estimated Expense Ratio:** 0.341% 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|$53,223|$36,185|$17,038|—|—|

| 2023|$60,568|$29,289|$16,279|$15,000|—|

| 2022|$58,938|$29,598|$15,340|—|$14,000|

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