Retirement plan

AQUATIC FACILITY DESIGN, INC. 401(K) PLAN

Name: AQUATIC FACILITY DESIGN, INC. - AQUATIC FACILITY DESIGN, INC. 401(K) PLAN (2025) Form 5500
Creator: AQUATIC FACILITY DESIGN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AQUATIC FACILITY DESIGN, INC. 401(K) PLAN, AQUATIC FACILITY DESIGN, INC.

AQUATIC FACILITY DESIGN, INC.EIN 25-1893790Plan #001PY 2025

183 MOORE STREET - MILLERSBURG, PA 17061717-692-0539aquaticfacilitydesign.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$205K

+39.7% from 2024

Total participants

0.0% from 2024

Average account balance

$40,931

+39.7% from 2024

Annual return

15.51%

+4.63 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$205K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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 codes2G2J3D

Plan features

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$233 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.570%

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

$40,931

$129,737-68.5%

$119,126-65.6%

$154,746-73.5%

Participation rate

80.0%

78.9%+1.1pp

75.8%+4.2pp

80.7%-0.7pp

Annual return

15.51%

379.08%-363.6pp

282.11%-266.6pp

172.34%-156.8pp

Employer contribution / active EE

$1,005

$4,375-77.0%

$4,034-75.1%

$4,379-77.1%

Participant deferral / active EE

$6,079

$5,842+4.1%

$5,318+14.3%

$6,730-9.7%

Admin fee / account holder

$233

$11,961-98.1%

$10,693-97.8%

$14,365-98.4%

AQUATIC FACILITY DESIGN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AQUATIC FACILITY DESIGN, INC. 401(K) PLAN

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