Plan Ledger DOL Form 5500 · updated monthly

Pools of Fun, Inc.401(k)

POOLS OF FUN INC.401(K) PLAN · PLAINFIELD, IN · plan year 2023

Reported admin expense ratio · 2023
0.18%

Pools of Fun, Inc. reported $1,375 in plan administrative expenses for 2023: 0.18% of average plan assets, lower than ~75% of peers. 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 0.12% to 0.60%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Indiana (1,492nd of 1,562), and 5,133rd of 5,337 in construction. active participation has shrunk from 63 to 47 since 2022.

Plan summary
Net assets, end of year$892,120
Participants with balances139
Active participants47
Employer contributions—
Employee contributions$193,279
Employer contribution per active participant—
Average account balance$6,418
Benefits paid to participants$82,436
Plan auditUnmodified (clean) audit opinion
AuditorKATZ, SAPPER & MILLER , LLP
Plan history3
Yearassets · accounts · employer contribution
2024$857K · 67 accts
2023$892K · 139 accts
2022$658K · 141 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,248
Investment management$127
Total administrative$1,375
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Recordkeeping · Investment advisory (participants)$1,375
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,258 · 0.60%
2023$1,375 · 0.18%
2022$818 · 0.12%
Similar plansConstruction · Indiana
Cobalt Civil, LLC IN$2.7M · 0.16%
Weihe Construction Inc IN$1.8M · 1.09%
Rochester Homes, Inc. IN$1.7M · 2.02%
Rjp Framing, Inc. CA$919K · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351787064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.