Plan Ledger DOL Form 5500 · updated monthly

Universal Pool Company, Inc401(k)

UNIVERSAL POOL COMPANY, INC 401(K) SAVINGS PLAN · SOUTH HOLLAND, IL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Universal Pool Company, Inc reported $49,501 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $436 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 0.35% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,734th-largest of 3,702 plans among Illinois employers on file, and the 1,523rd of 5,215 in retail trade. In 2024, employees put in $4.66 for every $1.00 the employer contributed; active participation has grown from 200 to 381 since 2022.

Plan summary
Net assets, end of year$19,114,427
Participants with balances137
Active participants381
Employer contributions$165,945
Employee contributions$773,874
Employer contribution per active participant$436
Average account balance$139,521
Benefits paid to participants$1,711,970
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 137 accts · $166K emplr
2023$17.8M · 137 accts · $165K emplr
2022$14.6M · 138 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,224
Investment management$44,277
Total administrative$49,501
The Universal Pool Company, Inc 401(k) match · 2024
Employer contribution per active participant$436
Median for plans this size$2,416
2024$436 per active participant
2023$875 per active participant
2022$916 per active participant

Universal Pool Company, Inc's 2024 employer contribution ran below the $2,416 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.

Service providers · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$44,277
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,224

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

Administrative cost history3
2024$49,501 · 0.27%
2023Not separately reported
2022$56,063 · 0.35%
Same employer
Similar plansRetail Trade · Illinois
Wjk Corporation IL$20.3M · 0.46%
Europa Eyewear Corporation IL$19.2M · 0.01%
Sunset Food Mart, Inc. IL$18.8M · 0.01%
Winston Brands, Inc. IL$18.6M · 0.63%
Loeber Motors, Inc. IL$18.4M · 0.14%
Heller Ford Sales, Inc. IL$18.0M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363622959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.