Plan Ledger DOL Form 5500 · updated monthly

Sunnyhill, Inc.401(k)

SUNNYHILL, INC. 401(K) PROFIT SHARING PLAN · FENTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Sunnyhill, Inc. reported $18,442 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $329 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 0.51% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,254th of 1,393), and 10,026th of 11,911 in health care & social assistance. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has grown from 246 to 383 since 2022.

Plan summary
Net assets, end of year$2,033,557
Participants with balances127
Active participants383
Employer contributions$126,043
Employee contributions$300,446
Employer contribution per active participant$329
Average account balance$16,012
Benefits paid to participants$342,731
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 127 accts · $126K emplr
2023$1.8M · 116 accts · $107K emplr
2022$1.5M · 119 accts · $79K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,175
Investment management$4,908
Total administrative$18,442
The Sunnyhill, Inc. 401(k) match · 2024
Employer contribution per active participant$329
Median for plans this size$1,313
2024$329 per active participant
2023$289 per active participant
2022$319 per active participant

Sunnyhill, Inc.'s 2024 employer contribution ran below the $1,313 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
EDWARD D JONES & CO LP · Investment advisory (plan)$4,531
EMPOWER ANNUITY INSURANCE COMPANY · Investment management$377
MORNINGSTAR INC DBA MORNINGSTAR ASS$359

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$18,442 · 0.97%
2023$18,070 · 1.10%
2022$9,061 · 0.51%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Austen-Dooley Company MO$2.2M · 0.07%
Willows Way, Inc. MO$2.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431150250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.