Plan Ledger DOL Form 5500 · updated monthly

Sapphire of Tucson, LLC401(k)

SAPPHIRE OF TUCSON 401(K) PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
6.64%

Sapphire of Tucson, LLC reported $4,821 in plan administrative expenses for 2022: 6.64% 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.

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 (1,281st of 1,285), and 11,861st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$21,572
Participants with balances0
Active participants0
Employer contributions$0
Employee contributions$0
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$85,517
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Professional / advisory$4,821
Total administrative$4,821
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 history1
2022$4,821 · 6.64%
Similar plansHealth Care & Social Assistance · Arizona
Small Miracles LLC AZ$28K · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 824641520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.