Plan Ledger DOL Form 5500 · updated monthly

Sunnyside Properties of Sarasota, Inc.403(b)

SUNNYSIDE PROPERTIES, INC. RETIREMENT PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Sunnyside Properties of Sarasota, Inc. reported $42,972 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $767 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 0.77% to 0.64%. 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 Florida (2,162nd of 3,644), and 6,876th of 11,911 in health care & social assistance. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,988,796
Participants with balances140
Active participants297
Employer contributions$227,656
Employee contributions$384,229
Employer contribution per active participant$767
Average account balance$49,920
Benefits paid to participants$990,370
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 140 accts · $228K emplr
2023$6.5M · 129 accts · $108K emplr
2022$6.3M · 134 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,972
Total administrative$42,972
Employer contributions to the Sunnyside Properties of Sarasota, Inc. plan · 2024
Employer contribution per active participant$767
Median for plans this size$1,313
2024$767 per active participant
2023$359 per active participant
2022$858 per active participant

Sunnyside Properties of Sarasota, Inc.'s 2024 employer contribution ran below the $1,313 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
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment management$40,660

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$42,972 · 0.64%
2023$21,464 · 0.34%
2022$45,897 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Boley Centers, Inc. FL$7.2M · 0.30%
Vault Health, Inc FL$6.9M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591751316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.