# Universal Pool Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/universal-pool-company-inc-401k-plan

> Universal Pool Company, INC's 401(k) plan: 381 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Pool Company, INC

- **Sponsor EIN:** 363622959

- **Sponsor Address:** 300 W. ARMORY DRIVE, SOUTH HOLLAND, IL, 60473

- **Plan Type:** 401(k)

- **Total Participants:** 381

- **Total Assets:** $19.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|381|$19.1M|$165,945|$773,874|

| 2023|189|$17.8M|$165,463|$800,026|

| 2022|200|$14.6M|$183,223|$892,349|

## 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|

| CAPFINANCIAL PARTNERS LLC|ADVISOR\INVESTMENT ADV|$44,277|—|$44,277|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,224|—|$5,224|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,501

- **Estimated Expense Ratio:** 0.259% 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|$49,501|$44,277|—|—|—|

| 2023|-$8,682|$28,796|—|—|—|

| 2022|$56,063|—|—|—|—|

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