Plan Ledger DOL Form 5500 · updated monthly

Sunny Glen Children's Home403(b)

SUNNY GLEN CHILDREN'S HOME 403(B) PLAN · SAN BENITO, TX · plan year 2025

Reported admin expense ratio · 2025
1.98%

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

Sunny Glen Children's Home reported $80,314 in plan administrative expenses for 2025: 1.98% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,454 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 3 years on file its reported administrative ratio rose from 1.31% to 1.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,193rd of 5,688), and 8,216th of 11,911 in health care & social assistance. In 2025, employees put in $1.33 for every $1.00 the employer contributed; active participation has shrunk from 705 to 426 since 2022.

Plan summary
Net assets, end of year$4,501,998
Participants with balances845
Active participants426
Employer contributions$619,323
Employee contributions$824,065
Employer contribution per active participant$1,454
Average account balance$5,328
Benefits paid to participants$1,236,483
Plan auditUnmodified (clean) audit opinion
AuditorCASCOS & ASSOCIATES, PC
Plan history4
Yearassets · accounts · employer contribution
2025$4.5M · 845 accts · $619K emplr
2024$3.6M · 763 accts · $421K emplr
2023$2.4M · 515 accts · $331K emplr
2022$1.5M · 466 accts · $213K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$80,314
Total administrative$80,314
Employer contributions to the Sunny Glen Children's Home plan · 2025
Employer contribution per active participant$1,454
Median for plans this size$1,464
2025$1,454 per active participant
2024$523 per active participant
2023$453 per active participant
2022$302 per active participant

Sunny Glen Children's Home's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
DELTA FINANCIAL INSURANCEindirect comp
NOVA 401(K) ASSOCIATES · Other servicesindirect comp

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

Administrative cost history4
2025$80,314 · 1.98%
2024$30,220 · 1.00%
2023$36,417 · 1.88%
2022$17,164 · 1.31%
Similar plansHealth Care & Social Assistance · Texas
A World for Children TX$4.3M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741260706 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.