Plan Ledger DOL Form 5500 · updated monthly

Sun Mar Healthcare401(k)

SUN MAR HEALTHCARE 401(K) PLAN · BREA, CA · plan year 2023

Reported admin expense ratio · 2023
0.08%

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.

Plan summary
Net assets, end of year$13,743,491
Participants with balances483
Active participants8,356
Employer contributions—
Employee contributions$2,073,339
Employer contribution per active participant—
Average account balance$28,454
Benefits paid to participants$985,176
Plan auditDisclaimer of opinion
AuditorWERTZ & CO
Plan history3
Yearassets · accounts · employer contribution
2023$13.7M · 483 accts
2022$10.5M · 384 accts
2021$12.7M · 346 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,176
Total administrative$9,176
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PENTEGRA SERVICES, INC. · Recordkeeping$9,176

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

Administrative cost history3
2023$9,176 · 0.08%
2022$6,067 · 0.05%
2021$5,326 · 0.05%
Similar plansHealth Care & Social Assistance · California
East Bay Integrated Care CA$13.8M · 0.69%

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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.