Plan Ledger DOL Form 5500 · updated monthly

Pooler Enterprises, Inc.401(k)

POOLER ENTERPRISES, INC. RETIREMENT PLAN · FISHERS, NY · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Pooler Enterprises, Inc. reported $53,223 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $10,817 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 0.47% to 0.36%. 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 among the smaller plans on file in New York (2,899th of 5,648), and the 2,391st of 5,337 in construction. In 2024, the employer put in $1.65 for every $1.00 employees contributed themselves; active participation has grown from 69 to 84 since 2022.

Plan summary
Net assets, end of year$15,608,217
Participants with balances132
Active participants84
Employer contributions$908,631
Employee contributions$549,700
Employer contribution per active participant$10,817
Average account balance$118,244
Benefits paid to participants$1,732,015
Plan auditUnmodified (clean) audit opinion
AuditorDAVIE KAPLAN,CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 132 accts · $909K emplr
2023$14.0M · 122 accts · $771K emplr
2022$11.2M · 124 accts · $443K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,038
Investment management$36,185
Total administrative$53,223
The Pooler Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$10,817
Median for plans this size$2,416
2024$10,817 per active participant
2023$9,758 per active participant
2022$6,422 per active participant

Pooler Enterprises, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$17,038
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$36,185

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

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Administrative cost history3
2024$53,223 · 0.36%
2023$60,568 · 0.48%
2022$58,938 · 0.47%
Similar plansConstruction · New York
Elecnor Hawkeye, LLC NY$16.7M · 0.19%
Tap Electric Metro Jv NY$15.2M · 0.34%
Northline Ventures, Inc. NY$14.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161323978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.