Plan Snapshot
- Plan Sponsor: Pools Of Fun, INC.
- Sponsor EIN: 351787064
- Sponsor Address: 3891 CLARKS CREEK ROAD, PLAINFIELD, IN, 46168
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $856,907
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 | 66 | $856,907 | $0 | $197,013 |
| 2023 | 47 | $892,120 | $0 | $193,279 |
| 2022 | 63 | $658,028 | $0 | $177,566 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $5,257 | — | $5,257 |
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- KATZ SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,257
- Estimated Expense Ratio: 0.613% 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 | $5,258 | $243 | — | — | — |
| 2023 | $1,375 | $127 | — | — | — |
| 2022 | $818 | — | — | — | — |