Plan Ledger DOL Form 5500 · updated monthly

Sunny Sky Products, LLC401(k)

SUNNY SKY PRODUCTS, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Sunny Sky Products, LLC reported $102,666 in plan administrative expenses for 2024: 0.81% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,158 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 0.76% to 0.81%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,433rd-largest of 5,688 plans among Texas employers on file, and 7,105th of 13,661 in manufacturing. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 207 to 639 since 2022.

Plan summary
Net assets, end of year$14,958,481
Participants with balances471
Active participants639
Employer contributions$740,224
Employee contributions$1,597,466
Employer contribution per active participant$1,158
Average account balance$31,759
Benefits paid to participants$1,967,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 471 accts · $740K emplr
2023$10.3M · 307 accts · $450K emplr
2022$8.2M · 265 accts · $356K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,331
Investment management$46,143
Audit (IQPA)$23,192
Total administrative$102,666
The Sunny Sky Products, LLC 401(k) match · 2024
Employer contribution per active participant$1,158
Median for plans this size$2,416
2024$1,158 per active participant
2023$1,711 per active participant
2022$1,720 per active participant

Sunny Sky Products, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$40,995
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,331
FORVIS · Accounting / audit$23,192
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,147

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

Administrative cost history3
2024$102,666 · 0.81%
2023$60,309 · 0.65%
2022$64,443 · 0.76%
Same employer
Similar plansManufacturing · Texas
Proserv Operations, LLC TX$15.3M · 0.69%
Bexar Concrete Works I, LTD TX$15.2M · 0.01%
Micropac Industries Inc. TX$15.1M · 0.44%
Allied Management Inc. TX$15.1M · 0.27%
Empower Clinic Services LLC TX$14.9M · 0.91%
Rigid Global Buildings LLC TX$14.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760593373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.