Plan Ledger DOL Form 5500 · updated monthly

Sg Homecare Inc401(k)

SG HOMECARE INC 401K PLAN · TUSTIN, CA · plan year 2022

Reported admin expense ratio · 2022
1.18%

Sg Homecare Inc reported $2,440 in plan administrative expenses for 2022: 1.18% of average plan assets, above 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (9,207th of 9,483), and 2,058th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$271,623
Participants with balances55
Active participants229
Employer contributions—
Employee contributions$166,221
Employer contribution per active participant—
Average account balance$4,939
Benefits paid to participants$10,599
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS
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$2,440 · 1.18%
Same employer
Similar plansReal Estate & Leasing · California
Vandenberghe Properties CA$509K · 0.09%
Zarazophiya Enterprises CA$80K · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 770573175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.