Plan Ledger DOL Form 5500 · updated monthly

Sapphire Estates Rehab Centre401(k)

SAPPHIRE ESTATES REHAB CENTRE 401(K) PLAN · TUSCON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.70%

Sapphire Estates Rehab Centre reported $2,250 in plan administrative expenses for 2022: 0.70% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.70% to 8.91%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,251st of 1,285), and 11,618th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$254,403
Participants with balances243
Active participants122
Employer contributions—
Employee contributions$50,911
Employer contribution per active participant—
Average account balance$1,047
Benefits paid to participants$128,190
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$145K · 74 accts
2022$254K · 243 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,250
Total administrative$2,250
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$17,768 · 8.91%
2022$2,250 · 0.70%
Similar plansHealth Care & Social Assistance · Arizona
Ohana Family Homes, LLC. AZ$359K · 1.17%
Small Miracles LLC AZ$28K · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832918909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.