Plan Ledger DOL Form 5500 · updated monthly

Sun Valley, LLC401(k)

SUN VALLEY, LLC 401(K) SHARING PLAN · ARBUCKLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Sun Valley, LLC reported $4,285 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,202 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 manufacturing employers. By assets it is among the smaller plans on file in California (6,631st of 9,483), and 10,624th of 13,661 in manufacturing. In 2022, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,116,059
Participants with balances91
Active participants96
Employer contributions$211,386
Employee contributions$472,682
Employer contribution per active participant$2,202
Average account balance$67,209
Benefits paid to participants$907,447
Plan auditUnmodified (clean) audit opinion
AuditorKCOE ISOM,LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,285
Total administrative$4,285
The Sun Valley, LLC 401(k) match · 2022
Employer contribution per active participant$2,202
Median for plans this size$1,114

Sun Valley, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. 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$4,285 · 0.06%
Same employer
Similar plansManufacturing · California
Plexium, Inc. CA$6.1M · 0.55%
Seed Health, Inc. CA$6.1M · 0.20%
Arcadia Chair Company CA$6.1M · 0.94%
Orthalign, Inc. CA$6.1M · 1.20%
Microfabrica, Inc. CA$6.1M · 0.40%
Hint, Inc. CA$6.1M · 0.52%
Crown Technical Systems CA$6.1M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 800376397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.