Plan Ledger DOL Form 5500 · updated monthly

Sunset Community Health Center, Inc403(b)

SUNSET COMMUNITY HEALTH CENTER, INC. 403(B) PLAN · YUMA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Sunset Community Health Center, Inc reported $13,216 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,759 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 0.08% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 364th-largest of 1,285 plans among Arizona employers on file, and the 3,622nd of 11,911 in health care & social assistance. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,528,093
Participants with balances475
Active participants323
Employer contributions$568,171
Employee contributions$1,118,565
Employer contribution per active participant$1,759
Average account balance$43,217
Benefits paid to participants$847,321
Plan auditUnmodified (clean) audit opinion
AuditorFESTER & CHAPMAN, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 475 accts · $568K emplr
2023$17.5M · 445 accts · $521K emplr
2022$14.0M · 422 accts · $466K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,216
Total administrative$13,216
Employer contributions to the Sunset Community Health Center, Inc plan · 2024
Employer contribution per active participant$1,759
Median for plans this size$2,416
2024$1,759 per active participant
2023$1,699 per active participant
2022$1,586 per active participant

Sunset Community Health Center, Inc's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,217

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$13,216 · 0.07%
2023$12,247 · 0.08%
2022$11,727 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Cadence Education LLC AZ$20.9M · 0.50%
Accumen Inc. AZ$20.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860893305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.