Plan Ledger DOL Form 5500 · updated monthly

Leslie's Poolmart, Inc. & Affiliates401(k)

THE LESLIE'S POOLMART, INC. 401(K) SAVINGS PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Leslie's Poolmart, Inc. & Affiliates reported $23,540 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $287 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 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 139th-largest of 1,285 plans among Arizona employers on file, and the 447th of 5,215 in retail trade. In 2024, employees put in $4.85 for every $1.00 the employer contributed; active participation has grown from 3,606 to 4,545 since 2022.

Plan summary
Net assets, end of year$79,904,831
Participants with balances1,751
Active participants4,545
Employer contributions$1,302,495
Employee contributions$6,316,586
Employer contribution per active participant$287
Average account balance$45,634
Benefits paid to participants$9,302,539
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.9M · 1,751 accts · $1.3M emplr
2023$71.2M · 1,736 accts · $1.4M emplr
2022$61.8M · 1,693 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,540
Total administrative$23,540
The Leslie's Poolmart, Inc. & Affiliates 401(k) match · 2024
Employer contribution per active participant$287
Median for plans this size$3,635
2024$287 per active participant
2023$403 per active participant
2022$375 per active participant

Leslie's Poolmart, Inc. & Affiliates's 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,540

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$23,540 · 0.03%
2023$24,031 · 0.04%
2022$24,763 · 0.04%
Same employer
Similar plansRetail Trade · Arizona
Raleys Arizona LLC AZ$118.8M · 0.24%
Gowan Company, LLC AZ$91.6M · 0.13%
Rvr, Inc. AZ$71.2M · 0.01%
Bell Ford, Inc. AZ$39.3M · 0.05%
Rwc International, LTD. AZ$37.1M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954620298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.