Plan Ledger DOL Form 5500 · updated monthly

Fluidra North America401(k)

FLUIDRA NORTH AMERICA RETIREMENT PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Fluidra North America reported $262,104 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,828 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 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 959th-largest of 9,483 plans among California employers on file, and the 1,835th of 13,661 in manufacturing. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has shrunk from 1,314 to 1,134 since 2022.

Plan summary
Net assets, end of year$105,346,502
Participants with balances1,417
Active participants1,134
Employer contributions$3,206,945
Employee contributions$6,854,454
Employer contribution per active participant$2,828
Average account balance$74,345
Benefits paid to participants$8,295,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$105.3M · 1,417 accts · $3.2M emplr
2023$89.5M · 1,686 accts · $3.0M emplr
2022$76.8M · 1,564 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$262,104
Total administrative$262,104
The Fluidra North America 401(k) match · 2024
Employer contribution per active participant$2,828
Median for plans this size$3,635
2024$2,828 per active participant
2023$2,733 per active participant
2022$2,701 per active participant

Fluidra North America's 2024 employer contribution ran below the $3,635 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 · 20245
JOHN HANCOCK · Recordkeeping · Loan processing$186,249
ONEDIGITAL INVESTMENT ADVISORS, LLC · Investment advisory (plan)$29,226
ZODIAC POOL SYSTEMS LLC$16,000
MERCER · Investment management$15,995
JGD & ASSCOCIATES · Accounting / audit$12,000

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$262,104 · 0.27%
2023$254,598 · 0.31%
2022$155,989 · 0.19%
Same employer
Similar plansManufacturing · California
Heat and Control, Inc. CA$106.3M · 0.02%
J-M Manfacturing Co., Inc CA$106.2M · 0.27%
Shockwave Medical, Inc. CA$105.5M · 0.14%
Ampac Fine Chemicals LLC CA$105.4M · 0.21%
Magtek CA$105.0M
Del Monte Foods, Inc. CA$104.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814198874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.