Plan Ledger DOL Form 5500 · updated monthly

Sunlight Peak, Lllp dba Sak LLC401(k)

SAK 401(K) PLAN · OFALLON, MO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Sunlight Peak, Lllp dba Sak LLC reported $7,297 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,396 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 1 year on file its reported administrative ratio fell from 0.024% to 0.020%. 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 375th-largest of 1,393 plans among Missouri employers on file, and the 1,235th of 5,337 in construction. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,066,061
Participants with balances397
Active participants619
Employer contributions$1,483,166
Employee contributions$3,121,564
Employer contribution per active participant$2,396
Average account balance$100,922
Benefits paid to participants$1,961,438
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$40.1M · 397 accts · $1.5M emplr
2023$32.8M · 357 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,297
Total administrative$7,297
The Sunlight Peak, Lllp dba Sak LLC 401(k) match · 2024
Employer contribution per active participant$2,396
Median for plans this size$2,416
2024$2,396 per active participant
2023$2,522 per active participant

Sunlight Peak, Lllp dba Sak LLC's 2024 employer contribution ran below the $2,416 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

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history2
2024$7,297 · 0.02%
2023$6,866 · 0.02%
Similar plansConstruction · Missouri
Plumbers Local 8 Dc Plan MO$52.6M · 0.47%
Western Holding Group, Inc. MO$48.1M · 0.21%
Paric Corporation MO$39.8M · 0.22%
Adb Companies, LLC MO$38.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205934837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.