Plan Ledger DOL Form 5500 · updated monthly

Sunesis Construction Company401(k)

SUNESIS CONSTRUCTION COMPANY RETIREMENT SAVINGS PLAN · WEST CHESTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Sunesis Construction Company reported $178,174 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $10,508 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 rose from 0.64% to 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,014th-largest of 3,295 plans among Ohio employers on file, and the 1,577th of 5,337 in construction. In 2024, the employer put in $3.22 for every $1.00 employees contributed themselves; active participation has grown from 159 to 187 since 2022.

Plan summary
Net assets, end of year$28,688,559
Participants with balances238
Active participants187
Employer contributions$1,964,958
Employee contributions$611,153
Employer contribution per active participant$10,508
Average account balance$120,540
Benefits paid to participants$2,040,524
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.7M · 238 accts · $2.0M emplr
2023$24.6M · 251 accts · $1.7M emplr
2022$20.1M · 235 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,517
Investment management$64,522
Trustee / custodial$9,621
Total administrative$178,174
The Sunesis Construction Company 401(k) match · 2024
Employer contribution per active participant$10,508
Median for plans this size$2,416
2024$10,508 per active participant
2023$9,939 per active participant
2022$11,968 per active participant

Sunesis Construction Company's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$104,031
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan) · Investment management$64,522
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$9,621

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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Administrative cost history3
2024$178,174 · 0.67%
2023$146,528 · 0.66%
2022$137,956 · 0.64%
Same employer
Similar plansConstruction · Ohio
Adena Corporation OH$29.7M · 0.42%
Shook Construction Co. OH$29.2M · 0.20%
Stevens Painton Corporation OH$27.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311323837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.