Plan Ledger DOL Form 5500 · updated monthly

Sun Valley Specialty Healthcare, Inc.401(k)

TOTALLY KIDS 401(K) PLAN · SUN VALLEY, CA · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Sun Valley Specialty Healthcare, Inc. reported $1,385 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,918th of 9,483), and 11,061st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$812,357
Participants with balances53
Active participants213
Employer contributions$0
Employee contributions$115,711
Employer contribution per active participant$0
Average account balance$15,327
Benefits paid to participants$141,755
Plan auditUnmodified (clean) audit opinion
AuditorC DART CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,385
Total administrative$1,385
The Sun Valley Specialty Healthcare, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Sun Valley Specialty Healthcare, Inc.'s 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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$1,385 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · California
Holding Hands, Inc. CA$849K · 2.07%
Carenet Services, Inc. CA$841K · 0.04%
Marque Medical, LLC CA$831K · 0.23%
Opya, Inc. CA$808K · 0.16%
55 Silver CA$758K · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462868318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.