Plan Ledger DOL Form 5500 · updated monthly

Bay Area Pools and Spas, LLC dba Pool Troopers401(k)

BAY AREA POOLS AND SPAS, LLC DBA POOL TROOPERS 401(K) PROFIT SHARING PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Bay Area Pools and Spas, LLC dba Pool Troopers reported $36,637 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $672 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 fell from 0.62% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Florida (2,148th of 3,644), and the 1,223rd of 2,534 in administrative & support services. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 133 to 596 since 2022.

Plan summary
Net assets, end of year$7,067,885
Participants with balances289
Active participants596
Employer contributions$400,598
Employee contributions$698,700
Employer contribution per active participant$672
Average account balance$24,456
Benefits paid to participants$238,273
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 289 accts · $401K emplr
2023$5.4M · 268 accts · $338K emplr
2022$3.9M · 208 accts · $225K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,296
Investment management$17,341
Total administrative$36,637
The Bay Area Pools and Spas, LLC dba Pool Troopers 401(k) match · 2024
Employer contribution per active participant$672
Median for plans this size$1,313
2024$672 per active participant
2023$692 per active participant
2022$1,695 per active participant

Bay Area Pools and Spas, LLC dba Pool Troopers's 2024 employer contribution ran below the $1,313 median for plans its size. 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
EMPOWER ANNUITY INS CO · Investment management$19,665
RAYMOND JAMES & ASSOC · Investment advisory (plan)$15,173
FLORIDA RETIREMENT CONSULTANTS · Contract administrator$3,150

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$36,637 · 0.59%
2023$26,001 · 0.56%
2022$26,350 · 0.62%
Same employer
Similar plansAdministrative & Support Services · Florida
O2 Media, Inc. FL$7.0M · 1.33%
Medical Data System, Inc. FL$6.7M · 0.72%
Sdi International Corp. FL$6.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590937267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.