Retirement plan

POOL & ASSOCIATE RETIREMENT PLAN

Name: POOL & ASSOCIATE, CHARTERED - POOL & ASSOCIATE RETIREMENT PLAN (2025) Form 5500
Creator: POOL & ASSOCIATE, CHARTERED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POOL & ASSOCIATE RETIREMENT PLAN, POOL & ASSOCIATE, CHARTERED

POOL & ASSOCIATE, CHARTEREDEIN 46-0566004Plan #001PY 2025

PO BOX 7190 - OVERLAND PARK, KS 66207620-208-1040LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$784K

+1.3% from 2024

Total participants

0.0% from 2024

Average account balance

$196,059

+26.6% from 2024

Annual return

11.81%

+2.86 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$784K

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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.

80.0%

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

+11.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31381

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 codes2E2F2G2J2T3D

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$126K

$25104 / participant

Other / not subdivided$126K100.0%

% of EOY assets

16.006%

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

$196,059

$155,555+26.0%

$146,866+33.5%

$155,188+26.3%

Participation rate

80.0%

84.0%-4.0pp

82.5%-2.5pp

80.8%-0.8pp

Annual return

11.81%

115.41%-103.6pp

102.85%-91.0pp

148.84%-137.0pp

Employer contribution / active EE

$1,864

$4,647-59.9%

$4,425-57.9%

$4,248-56.1%

Participant deferral / active EE

$5,132

$8,044-36.2%

$7,759-33.9%

$6,531-21.4%

Admin fee / account holder

$31,381

$14,755+112.7%

$13,620+130.4%

$14,480+116.7%

POOL & ASSOCIATE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POOL & ASSOCIATE RETIREMENT 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