Plan Snapshot
- Plan Sponsor: Pools On The Gulf Holdings, LLC. Dba Blue Haven Pools On The Gulf
- Sponsor EIN: 861386906
- Sponsor Address: 2301 DAWES ROAD, MOBILE, AL, 36695
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $2.8M
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 | 129 | $2.8M | $324,762 | $564,995 |
| 2023 | 139 | $1.3M | $315,762 | $435,577 |
| 2022 | 71 | $582,553 | $150,320 | $227,060 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $38,566 | $15,951 | $22,615 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |