Plan Ledger DOL Form 5500 · updated monthly

Shoreline Pools, Inc.401(k)

SHORELINE POOLS, INC. 401(K) PLAN · STAMFORD, CT · plan year 2022

Reported admin expense ratio · 2022
0.79%

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

Shoreline Pools, Inc. reported $16,476 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. Employer contributions averaged $310 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Connecticut (1,034th of 1,106), and 1,142nd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $7.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,080,141
Participants with balances55
Active participants151
Employer contributions$46,817
Employee contributions$358,222
Employer contribution per active participant$310
Average account balance$37,821
Benefits paid to participants$37,343
Plan auditUnmodified (clean) audit opinion
AuditorWALSH & DICKINSON
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,387
Investment management$4,664
Professional / advisory$425
Total administrative$16,476
The Shoreline Pools, Inc. 401(k) match · 2022
Employer contribution per active participant$310
Median for plans this size$1,114

Shoreline Pools, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,476 · 0.79%
Same employer
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Global Tote US LLC CT$6.9M · 0.04%
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Til Gaming, LLC WA$2.1M · 0.28%
Greensboro Science Center NC$2.1M · 0.75%
F2 Tps, LLC CA$2.1M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060852914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.