Plan Ledger DOL Form 5500 · updated monthly

Sun River Health, Inc.403(b)

SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN · PEEKSKILL, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Sun River Health, Inc. reported $213,813 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,912 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 0.146%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 575th-largest of 5,648 plans among New York employers on file, and the 771st of 11,911 in health care & social assistance. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$156,671,366
Participants with balances2,876
Active participants1,894
Employer contributions$5,514,758
Employee contributions$6,795,242
Employer contribution per active participant$2,912
Average account balance$54,475
Benefits paid to participants$11,358,455
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$156.7M · 2,876 accts · $5.5M emplr
2023$137.0M · 3,028 accts · $6.3M emplr
2022$114.7M · 2,795 accts · $6.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$213,813
Total administrative$213,813
Employer contributions to the Sun River Health, Inc. plan · 2024
Employer contribution per active participant$2,912
Median for plans this size$3,635
2024$2,912 per active participant
2023$3,443 per active participant
2022$3,181 per active participant

Sun River Health, Inc.'s 2024 employer contribution ran below the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$213,813
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$213,813 · 0.15%
2023$148,050 · 0.12%
2022$184,200 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · New York
Careabout Mso, LLC NY$176.9M · 0.08%
Arnot Ogden Medical Center NY$151.7M · 0.25%
St. Barnabas Hospital NY$149.6M · 0.12%
Medisys Venture, Inc. NY$147.3M · 0.24%
The Fedcap Group, Inc. NY$140.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132828349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.