Plan Ledger DOL Form 5500 · updated monthly

American Pool Enterprises, Inc.401(k)

AMERICAN POOL 401(K) PLAN · OWINGS MILLS, MD · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

American Pool Enterprises, Inc. reported $75,696 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $292 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.19% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 501st-largest of 1,671 plans among Maryland employers on file, and the 340th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $5.26 for every $1.00 the employer contributed; active participation has grown from 1,115 to 1,323 since 2022.

Plan summary
Net assets, end of year$27,531,658
Participants with balances592
Active participants1,323
Employer contributions$386,074
Employee contributions$2,029,591
Employer contribution per active participant$292
Average account balance$46,506
Benefits paid to participants$3,235,579
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.5M · 592 accts · $386K emplr
2023$25.1M · 438 accts · $347K emplr
2022$22.5M · 417 accts · $504K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,655
Investment management$17,136
Audit (IQPA)$16,905
Total administrative$75,696
The American Pool Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$292
Median for plans this size$2,416
2024$292 per active participant
2023$311 per active participant
2022$452 per active participant

American Pool Enterprises, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,655
GLASSJACOBSON · Investment advisory (plan)$17,136
FORVIS LLP · Accounting / audit$16,905

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$75,696 · 0.29%
2023$61,571 · 0.26%
2022$44,071 · 0.19%
Same employer
Similar plansArts, Entertainment & Recreation · Maryland
Chevy Chase Club, Inc. MD$30.1M · 0.03%
National Aquarium, Inc MD$26.7M · 0.19%
Columbia Country Club MD$12.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510387108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.