Plan Ledger DOL Form 5500 · updated monthly

Pool Builders Supply of the Carolinas, Inc.401(k)

POOL BUILDERS SUPPLY OF THE CAROLINAS,INC 401(K) PLAN · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.27%

Pool Builders Supply of the Carolinas, Inc. reported $13,151 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in North Carolina (1,504th of 2,005), and 3,714th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$4,456,323
Participants with balances93
Active participants155
Employer contributions—
Employee contributions$308,492
Employer contribution per active participant—
Average account balance$47,917
Benefits paid to participants$85,802
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,866
Investment management$2,285
Total administrative$13,151
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,151 · 0.27%
Similar plansWholesale Trade · North Carolina
The Jay Group, LTD. NC$4.8M · 0.40%
Web-Don, Inc NC$4.7M · 0.77%
Systems Depot NC$4.6M · 0.04%
Brookwood Farms, Inc NC$4.4M · 0.14%
Rowley Company, LLC NC$4.4M · 0.80%
High Tower Group, LLC NC$4.3M · 0.57%
Afg Distribution Inc NC$4.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561090205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.