What are the fees in the Sunquest Properties, Inc 401(k) plan?

For plan year 2021, Sunquest Properties, Inc reported $1,415 in plan administrative expenses, or 1.15% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Sunquest Properties, Inc 401(k)?

The average participant account balance was $3,200 for plan year 2021, based on 39 accounts.

Sunquest Properties, Inc401(k)

Name: Sunquest Properties, Inc 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

SUNQUEST PROPERTIES, INC. 401(K) PROFIT SHARING PL · MONROE, LA · plan year 2021

Reported admin expense ratio · 2021

1.15%

Sunquest Properties, Inc reported $1,415 in plan administrative expenses for 2021: 1.15% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 93 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Louisiana (877th of 884), and 2,071st of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$124,817
Participants with balances39
Active participants59
Employer contributions—
Employee contributions$18,883
Employer contribution per active participant—
Average account balance$3,200
Benefits paid to participants$26,010
Plan auditUnmodified (clean) audit opinion
AuditorSILAS SIMMONS, LLP

Administrative expenses, itemized · 2021

Investment management$1,415

Total administrative$1,415

What these fees cost you

Your balance

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2021$1,415 · 1.15%

Similar plansReal Estate & Leasing · Louisiana
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Fairfield Property Management LA$1.7M · 2.07%
Intercontinental Capital Group NY$161K · 0.09%
Mhf Mgmt 2 LLC NY$139K · 0.60%
Aces Up Casino Parties LLC CA$138K · 0.12%
Ir Payroll Services, Inc. TX$127K · 0.03%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 721042010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.