Plan Ledger DOL Form 5500 · updated monthly

Sun and Sands Enterprises, LLC401(k)

SUN AND SANDS ENTERPRISES PROFIT SHARING AND 401(K) PLAN · LA QUINTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Sun and Sands Enterprises, LLC reported $89,949 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,644 per active participant. 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 3 years on file its reported administrative ratio has held roughly steady near 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 4,406th-largest of 9,483 plans among California employers on file, and the 328th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 94 to 112 since 2022.

Plan summary
Net assets, end of year$14,885,586
Participants with balances109
Active participants112
Employer contributions$296,083
Employee contributions$710,313
Employer contribution per active participant$2,644
Average account balance$136,565
Benefits paid to participants$432,229
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 109 accts · $296K emplr
2023$13.3M · 108 accts · $271K emplr
2022$11.5M · 122 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,831
Investment management$28,118
Total administrative$89,949
The Sun and Sands Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$2,644
Median for plans this size$2,416
2024$2,644 per active participant
2023$2,580 per active participant
2022$2,566 per active participant

Sun and Sands Enterprises, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
LINCOLN NATIONAL CORPORATION · Contract administrator$61,831
UBS FINANCIAL SERVICES, INC · Investment advisory (plan)$28,118

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

Administrative cost history3
2024$89,949 · 0.64%
2023$79,291 · 0.64%
2022$73,251 · 0.61%
Similar plansAgriculture, Forestry & Fishing · California
Crimson Wine Group, LTD CA$16.3M · 0.47%
Culture Amp, Inc. CA$15.4M · 0.03%
Vino Farms, LLC CA$14.3M · 0.53%
Britz, Inc. CA$14.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330249347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.