Plan Ledger DOL Form 5500 · updated monthly

Sps Poolcare401(k)

SPS POOLCARE 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Sps Poolcare reported $1,971 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.22% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (5,132nd of 5,688), and 2,988th of 3,341 in other services. active participation has grown from 432 to 660 since 2022.

Plan summary
Net assets, end of year$1,393,110
Participants with balances625
Active participants660
Employer contributions$0
Employee contributions$558,170
Employer contribution per active participant$0
Average account balance$2,229
Benefits paid to participants$254,353
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 625 accts
2023$920K · 537 accts
2022$771K · 564 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,084
Investment management$887
Total administrative$1,971
The Sps Poolcare 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Sps Poolcare's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,971 · 0.17%
2023$1,571 · 0.19%
2022$1,173 · 0.22%
Same employer
Similar plansOther Services · Texas
Jack Boles Services, Inc. TX$1.8M · 0.05%
Glenn Polk Fm, Inc. TX$1.7M · 0.23%
Goodwill of South Texas TX$1.7M · 3.03%
El Holdings, LLC TX$1.3M · 1.08%
Access World USA LLC TX$1.3M · 0.96%
Ems TX$1.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863291666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.