Plan Ledger DOL Form 5500 · updated monthly

Imperial Pools, Inc.401(k)

IMPERIAL POOLS, INC. 401(K) PLAN · LATHAM, NY · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Imperial Pools, Inc. reported $139,096 in plan administrative expenses for 2023: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $361 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 0.58% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,275th-largest of 5,648 plans among New York employers on file, and the 1,655th of 4,246 in wholesale trade. In 2023, employees put in $7.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,590,379
Participants with balances220
Active participants261
Employer contributions$94,129
Employee contributions$728,618
Employer contribution per active participant$361
Average account balance$107,229
Benefits paid to participants$2,761,847
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW & KERSHNER
Plan history3
Yearassets · accounts · employer contribution
2024$21.8M · 205 accts · $89K emplr
2023$23.6M · 220 accts · $94K emplr
2022$22.4M · 234 accts · $101K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,244
Trustee / custodial$129,670
Total administrative$139,096
The Imperial Pools, Inc. 401(k) match · 2023
Employer contribution per active participant$361
Median for plans this size$2,440
2024$359 per active participant
2023$361 per active participant
2022$351 per active participant

Imperial Pools, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASCENSUS · Contract administrator · Recordkeeping$6,120
MORGAN STANLEY SMITH BARNEY LLC · Custodial (securities) · Other services$132,998

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$109,539 · 0.48%
2023$139,096 · 0.61%
2022$143,198 · 0.58%
Same employer
Similar plansWholesale Trade · New York
Korg USA Inc. NY$24.8M · 0.25%
Vanguard Direct NY$24.7M · 0.31%
Military Car Sales, Inc. NY$23.9M · 0.05%
S&K Distribution, LLC NY$23.2M · 0.41%
Dreamwear Inc. NY$22.9M · 0.21%
Tarte, Inc. NY$22.5M · 0.24%
Arc-Com Fabrics, Inc. NY$22.2M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 141493361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.