Plan Ledger DOL Form 5500 · updated monthly

Sun City Lincoln Hills Community401(k)

SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) · LINCOLN, CA · plan year 2022

Reported admin expense ratio · 2022
0.55%

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

Sun City Lincoln Hills Community reported $17,609 in plan administrative expenses for 2022: 0.55% of average plan assets, above the peer median. Employer contributions averaged $984 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (7,974th of 9,483), and 2,713th of 3,341 in other services. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,738,136
Participants with balances95
Active participants109
Employer contributions$107,256
Employee contributions$211,155
Employer contribution per active participant$984
Average account balance$28,822
Benefits paid to participants$546,004
Plan auditUnmodified (clean) audit opinion
The Sun City Lincoln Hills Community 401(k) match · 2022
Employer contribution per active participant$984
Median for plans this size$1,114

Sun City Lincoln Hills Community's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,609 · 0.55%
Similar plansOther Services · California
Promesa Behavioral Health CA$2.8M · 0.72%
Nations Finest CA$2.8M · 0.62%
Clare Matrix CA$2.7M · 0.24%
Douglas Parking, LLC CA$2.7M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680429198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.