Retirement plan

ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST

Name: ALLEGRO POOL SERVICE, INC. - ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: ALLEGRO POOL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST, ALLEGRO POOL SERVICE, INC.

ALLEGRO POOL SERVICE, INC.EIN 20-0752313Plan #001PY 2025

3204 GINGER BREAD COURT - ELLICOTT CITY, MD 21042240-676-0297

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$67K

-95.3% from 2024

Total participants

0.0% from 2024

Average account balance

$22,234

-95.3% from 2024

Annual return

3.39%

-1.45 pp from 2024

Benchmarks

See 3,775 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort3,775 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$67K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$22K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$487736

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$731605 / participant

Other / not subdivided$1M100.0%

% of EOY assets

2193.684%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,234

$126,113-82.4%

$116,096-80.8%

$155,188-85.7%

Participation rate

100.0%

75.1%+24.9pp

73.3%+26.7pp

80.8%+19.2pp

Annual return

3.39%

391.72%-388.3pp

326.25%-322.9pp

148.84%-145.4pp

Employer contribution / active EE

$5,282

$2,672+97.7%

$2,503+111.0%

$4,248+24.3%

Participant deferral / active EE

$31,000

$4,162+644.8%

$3,952+684.4%

$6,531+374.6%

Admin fee / account holder

$487,736

$8,045+5962.7%

$7,704+6230.9%

$14,480+3268.4%

ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion