Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Big Blue Swim School HoldCo
Big Blue Swim School HoldCo 401(k)
- Educational services
- Chicago, IL
- EIN 37-1903582
- 1 plan with Schedule H financials
- Plan year 2024
- Big Blue Swim School HoldCo, LLC
- filed as Big Blue Swim School Holdco
Administrative expenses excluding investment management, per participant · Big Blue Swim School 401(k) Plan · plan year 2024
$115.34
Higher than 54% of the 14,713 plans $1 to 10M that report it.
Source
= $36,793 / 319
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013084821NAL0000978945001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013084821NAL0000978945001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Cost and contributions
Administrative expenses per participant
$120.07
Higher than 42% of the 15,210 plans $1 to 10M that report it.
Source
= $38,303 / 319
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013084821NAL0000978945001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013084821NAL0000978945001, received 2025-10-13
Administrative expenses as a share of assets
2.019%
Higher than 98% of the 15,243 plans $1 to 10M that report it.
Source
= $38,303 / $1,897,059
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013084821NAL0000978945001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013084821NAL0000978945001, received 2025-10-13
Employer contributions per participant
$924
Higher than 34% of the 13,342 plans $1 to 10M that report it.
Source
= $294,695 / 319
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013084821NAL0000978945001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013084821NAL0000978945001, received 2025-10-13
Employer share of total contributions
31.7%
Higher than 60% of the 13,370 plans $1 to 10M that report it.
Source
= $294,695 / $930,542
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013084821NAL0000978945001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013084821NAL0000978945001, received 2025-10-13
Plan terms, as stated in Big Blue Swim School HoldCo, LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013084821NAL0000978945001, received 2025-10-13
Full record, Big Blue Swim School 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BIG BLUE SWIM SCHOOL HOLDCO | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Plan name | BIG BLUE SWIM SCHOOL 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Sponsor EIN / plan number | 37-1903582 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Industry (business code) | 611000, Educational services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Participants, beginning of year | 244 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Active participants | 332 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Participants, end of year | 362 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Participants with an account balance | 319 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Total assets, beginning of year | $1,207,149 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Total assets, end of year | $1,897,059 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Net assets, end of year | $1,897,059 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Total income | $1,154,879 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Net income | $689,910 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Employer contributions | $294,695 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Participant contributions | $580,491 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $55,356 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Total contributions | $930,542 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Benefit payments | $426,666 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $464,969 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Total administrative expenses | $38,303 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Contract administrator fees | $35,283 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Investment advisory and management fees | $1,510 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Administrative expenses excluding investment management | $36,793 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Held in common/collective trusts | $1,400,069 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Held in mutual funds | $139,036 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013084821NAL0000978945001, received 2025-10-13 |
| Independent auditor | PRICEKUBECKA, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013084821NAL0000978945001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013084821NAL0000978945001, received 2025-10-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $35,282 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013084821NAL0000978945001, received 2025-10-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,207,149 | $1,897,059 | 57.2% |
| Participants with a balance | 170 | 319 | 87.6% |
| Administrative expenses | $16,661 | $38,303 | 129.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $110,495 | $294,695 | 166.7% |
Prior filing 20241011124053NAL0022754561001, received 2024-10-11; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: BIG BLUE SWIM SCHOOL HOLDCO; SEC registrant: Big Blue Swim School HoldCo, LLC (CIK 1755629, matched by EIN).