Plan Ledger DOL Form 5500 · updated monthly

Sunrider International401(k)

SUNRIDER INTERNATIONAL RETIREMENT SAVINGS PLAN · TORRANCE, CA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Sunrider International reported $6,825 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,076 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 0.014% to 0.009%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,648th-largest of 9,483 plans among California employers on file, and the 741st of 4,246 in wholesale trade. In 2023, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 230 to 261 since 2022.

Plan summary
Net assets, end of year$54,741,644
Participants with balances295
Active participants261
Employer contributions$802,776
Employee contributions$1,677,106
Employer contribution per active participant$3,076
Average account balance$185,565
Benefits paid to participants$7,645,294
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.1M · 270 accts · $816K emplr
2023$54.7M · 295 accts · $803K emplr
2022$50.7M · 277 accts · $875K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,113
Investment management$2,712
Total administrative$6,825
The Sunrider International 401(k) match · 2023
Employer contribution per active participant$3,076
Median for plans this size$3,659
2024$4,916 per active participant
2023$3,076 per active participant
2022$3,806 per active participant

Sunrider International's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,107

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$4,791 · 0.01%
2023$6,825 · 0.01%
2022$8,203 · 0.01%
Same employer
Similar plansWholesale Trade · California
Rodan & Fields Beauty, LLC CA$55.1M · 0.28%
Metagenics LLC CA$55.1M · 0.21%
Emser Tile, LLC CA$54.3M · 0.34%
Lyons Magnus, LLC CA$54.0M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870333784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.