Plan Snapshot
- Plan Sponsor: The Pool And Spa Depot LLC
- Sponsor EIN: 621651281
- Sponsor Address: 165 STONES RIVER RD, LAVERGNE, TN, 37086
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 130 | $2.4M | $320,717 | $330,744 |
| 2023 | 130 | $1.9M | $240,704 | $399,872 |
| 2022 | 180 | $1.5M | $164,360 | $354,826 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $16,046 | — | $16,046 |
| VISION401K | Investment Advisor | $10,300 | — | $10,300 |
| STONES RIVER CONSULTING | Recordkeeper | $7,792 | — | $7,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,138
- Estimated Expense Ratio: 1.420% 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 | $34,138 | — | — | — | — |
| 2023 | $31,729 | — | — | — | — |
| 2022 | $14,681 | — | — | — | — |