Sun Mar Healthcare401(k)
SUN MAR HEALTHCARE 401(K) PLAN · BREA, CA · plan year 2023
Sun Mar Healthcare reported $9,176 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% 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.
Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,626th-largest of 9,483 plans among California employers on file, and the 4,747th of 11,911 in health care & social assistance. active participation has grown from 5,463 to 8,356 since 2021.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 330386387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.