Plan Ledger DOL Form 5500 · updated monthly

Sun Hill Properties, Inc.401(k)

SUN HILL PROPERTIES, INC. 401(K) PLAN · UNIVERSAL CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Sun Hill Properties, Inc. reported $103,777 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,226 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 4,071st-largest of 9,483 plans among California employers on file, and the 354th of 2,240 in accommodation & food services. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,942,173
Participants with balances554
Active participants448
Employer contributions$997,379
Employee contributions$1,649,358
Employer contribution per active participant$2,226
Average account balance$30,582
Benefits paid to participants$2,287,034
Plan auditUnmodified (clean) audit opinion
AuditorNOVOGRADAC AND COMPANY LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,307
Investment management$37,470
Total administrative$103,777
The Sun Hill Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$2,226
Median for plans this size$2,416

Sun Hill Properties, Inc.'s 2024 employer contribution ran below 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$66,307
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$37,470
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history1
2024$103,777 · 0.66%
Same employer
Similar plansAccommodation & Food Services · California
Ovis LLC CA$18.7M · 0.62%
Krm, Inc. CA$18.2M · 0.02%
Pleasant Travel Service CA$17.2M · 0.05%
Burning Man Project CA$16.5M · 0.01%
Quechan Indian Tribe CA$16.4M · 0.90%
Alisal Properties, Inc. CA$16.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770225615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.