Plan Ledger DOL Form 5500 · updated monthly

Sunesis Environmental, LLC401(k)

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

Reported admin expense ratio · 2024
0.74%

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

Sunesis Environmental, LLC reported $19,210 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $2,640 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 1.26% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (2,862nd of 3,295), and 4,527th of 5,337 in construction. In 2024, the employer put in $2.57 for every $1.00 employees contributed themselves; active participation has grown from 140 to 183 since 2022.

Plan summary
Net assets, end of year$3,012,219
Participants with balances281
Active participants183
Employer contributions$483,153
Employee contributions$187,641
Employer contribution per active participant$2,640
Average account balance$10,720
Benefits paid to participants$114,005
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 281 accts · $483K emplr
2023$2.2M · 251 accts · $506K emplr
2022$1.3M · 205 accts · $398K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,453
Investment management$5,958
Trustee / custodial$1,792
Total administrative$19,210
The Sunesis Environmental, LLC 401(k) match · 2024
Employer contribution per active participant$2,640
Median for plans this size$1,313
2024$2,640 per active participant
2023$2,377 per active participant
2022$2,845 per active participant

Sunesis Environmental, LLC's 2024 employer contribution ran above the $1,313 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$11,460
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan) · Investment management$5,958
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$1,792

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

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

Administrative cost history3
2024$19,210 · 0.74%
2023$17,838 · 1.02%
2022$15,487 · 1.26%
Similar plansConstruction · Ohio
King's Electric Services OH$3.4M · 0.28%
Fairfield Homes, Inc. OH$3.1M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473157372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.