Plan Ledger DOL Form 5500 · updated monthly

Sunrise Treatment Center, LLC401(k)

SUNRISE TREATMENT CENTER, LLC 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Sunrise Treatment Center, LLC reported $13,100 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,724 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 0.27% to 0.33%. 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 Ohio (2,660th of 3,295), and 8,444th of 11,911 in health care & social assistance. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 202 to 151 since 2022.

Plan summary
Net assets, end of year$4,149,874
Participants with balances123
Active participants151
Employer contributions$260,379
Employee contributions$468,561
Employer contribution per active participant$1,724
Average account balance$33,739
Benefits paid to participants$698,556
Plan auditUnmodified (clean) audit opinion
AuditorH. K. CAMPBELL & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 123 accts · $260K emplr
2023$3.7M · 142 accts · $282K emplr
2022$3.0M · 159 accts · $314K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,100
Total administrative$13,100
The Sunrise Treatment Center, LLC 401(k) match · 2024
Employer contribution per active participant$1,724
Median for plans this size$1,313
2024$1,724 per active participant
2023$1,622 per active participant
2022$1,557 per active participant

Sunrise Treatment Center, LLC's 2024 employer contribution ran above 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
M HOLDINGS SECURITIESindirect comp

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$13,100 · 0.33%
2023$9,078 · 0.27%
2022$8,150 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Drs. Frankel & Puhl, Inc. OH$4.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261184641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.