Plan Ledger DOL Form 5500 · updated monthly

Sunrise Respiratory Care401(k)

SUNRISE RESPIRATORY CARE 401K · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

Sunrise Respiratory Care reported $11,391 in plan administrative expenses for 2024: 1.17% of average plan assets, above the peer median. Employer contributions averaged $377 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (8,739th of 9,483), and 1,954th of 2,096 in real estate & leasing. In 2024, employees put in $4.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,158,666
Participants with balances153
Active participants176
Employer contributions$66,341
Employee contributions$283,922
Employer contribution per active participant$377
Average account balance$7,573
Benefits paid to participants$63,627
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,636
Investment management$1,755
Total administrative$11,391
The Sunrise Respiratory Care 401(k) match · 2024
Employer contribution per active participant$377
Median for plans this size$540

Sunrise Respiratory Care's 2024 employer contribution ran below the $540 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
ADP, INC. · Loan processing · Recordkeeping$11,390

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

Administrative cost history1
2024$11,391 · 1.17%
Similar plansReal Estate & Leasing · California
Wright Celebrations, Inc. CA$1.4M · 0.30%
Sola Rentals Qozb LLC CA$1.3M · 0.91%
Homelight Settlement CA$1.3M · 0.42%
Statewide Enterprises CA$1.1M · 0.11%
Landwin Management, Inc CA$1.1M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273484390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.