Plan Ledger DOL Form 5500 · updated monthly

San Diego Sunrise Management Com401(k)

SUNRISE MANAGEMENT COMPANY 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
1.23%

San Diego Sunrise Management Com reported $69,925 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. 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 rose from 0.16% to 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,634th of 9,483), and 1,409th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$6,106,808
Participants with balances421
Active participants458
Employer contributions—
Employee contributions$847,785
Employer contribution per active participant—
Average account balance$14,505
Benefits paid to participants$613,978
Plan auditUnmodified (clean) audit opinion
AuditorDUFFY KRUSPODIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 421 accts
2023$5.2M · 375 accts
2022$4.6M · 398 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,851
Investment management$24,074
Total administrative$69,925
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
ADP, INC. · Loan processing · Recordkeeping$47,100
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$22,824

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

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$69,925 · 1.23%
2023$54,013 · 1.10%
2022$8,009 · 0.16%
Same employer
Similar plansReal Estate & Leasing · California
Wsh Management Inc CA$6.1M · 0.66%
Solari Enterprises Inc. CA$6.1M · 0.02%
Laaco, LTD. CA$5.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330147118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.