Plan Ledger DOL Form 5500 · updated monthly

Sunbeam Family Services, Inc.403(b)

SUNBEAM FAMILY SERVICES 403(B) THRIFT PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Sunbeam Family Services, Inc. reported $49,450 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $1,339 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 2 years on file its reported administrative ratio fell from 0.96% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (478th of 724), and 6,811th of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has grown from 241 to 293 since 2022.

Plan summary
Net assets, end of year$7,113,409
Participants with balances322
Active participants293
Employer contributions$392,274
Employee contributions$581,970
Employer contribution per active participant$1,339
Average account balance$22,091
Benefits paid to participants$564,114
Plan auditUnmodified (clean) audit opinion
AuditorHSPG & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 322 accts · $392K emplr
2023$5.8M · 322 accts · $318K emplr
2022$4.6M · 292 accts · $263K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,450
Total administrative$49,450
Employer contributions to the Sunbeam Family Services, Inc. plan · 2024
Employer contribution per active participant$1,339
Median for plans this size$1,313
2024$1,339 per active participant
2023$1,160 per active participant
2022$1,093 per active participant

Sunbeam Family Services, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$49,448

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$49,450 · 0.77%
2023$45,643 · 0.88%
2022$45,085 · 0.96%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Community Action Resource OK$6.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730590119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.