Plan Ledger DOL Form 5500 · updated monthly

Neuman Pools, Inc.401(k)

NEUMAN POOLS, INC. 401(K) RETIREMENT PLAN · BEAVER DAM, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Neuman Pools, Inc. reported $24,567 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,506 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 3 years on file its reported administrative ratio has held roughly steady near 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 769th-largest of 1,936 plans among Wisconsin employers on file, and the 1,816th of 5,337 in construction. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 114 to 144 since 2022.

Plan summary
Net assets, end of year$23,266,009
Participants with balances149
Active participants144
Employer contributions$360,830
Employee contributions$772,414
Employer contribution per active participant$2,506
Average account balance$156,148
Benefits paid to participants$1,357,932
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 149 accts · $361K emplr
2023$20.2M · 139 accts · $328K emplr
2022$17.7M · 128 accts · $291K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,567
Total administrative$24,567
The Neuman Pools, Inc. 401(k) match · 2024
Employer contribution per active participant$2,506
Median for plans this size$2,416
2024$2,506 per active participant
2023$2,752 per active participant
2022$2,555 per active participant

Neuman Pools, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,567

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$24,567 · 0.11%
2023$21,181 · 0.11%
2022$23,110 · 0.12%
Same employer
Similar plansConstruction · Wisconsin
Northern Clearing Inc. WI$25.7M · 0.00%
Erdman Company WI$24.5M · 0.25%
Zignego Company, Inc. WI$23.8M · 0.37%
Pitlik & Wick, Inc. WI$22.9M · 0.33%
Staff Electric Company Inc WI$22.3M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391231455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.