Plan Ledger DOL Form 5500 · updated monthly

National Pool Partners, Inc.401(k)

NATIONAL POOL PARTNERS RETIREMENT PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

National Pool Partners, Inc. reported $14,325 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $389 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 0.63% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Florida (3,090th of 3,644), and 4,024th of 4,246 in wholesale trade. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 369 to 497 since 2022.

Plan summary
Net assets, end of year$2,098,126
Participants with balances124
Active participants497
Employer contributions$193,351
Employee contributions$304,099
Employer contribution per active participant$389
Average account balance$16,920
Benefits paid to participants$325,799
Plan auditUnmodified (clean) audit opinion
AuditorACCELL CPA & ASSOCIATES, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 124 accts · $193K emplr
2023$1.7M · 136 accts · $195K emplr
2022$1.6M · 139 accts · $244K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,714
Trustee / custodial$10,611
Total administrative$14,325
The National Pool Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$389
Median for plans this size$1,313
2024$389 per active participant
2023$303 per active participant
2022$662 per active participant

National Pool Partners, Inc.'s 2024 employer contribution ran below the $1,313 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
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$13,925

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

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history3
2024$14,325 · 0.76%
2023$15,329 · 0.94%
2022$7,385 · 0.63%
Same employer
Similar plansWholesale Trade · Florida
Kelly's Foods, Inc. FL$2.9M · 0.74%
Prestige Ford, Inc. FL$2.4M · 0.25%
Sanwa Growers, Inc FL$2.4M · 0.67%
Aa Metals, Inc. FL$2.1M · 0.85%
Ksm Electronics, Inc. FL$1.9M · 0.70%
Rish Equipment Company FL$1.8M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853369509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.