Plan Ledger DOL Form 5500 · updated monthly

Sunset Harbor Inc.401(k)

SUNSET HARBOR INC. PROFIT SHARING/401(K) PLAN · TERRE HAUTE, IN · plan year 2022

Reported admin expense ratio · 2022
0.97%

Sunset Harbor Inc. reported $12,742 in plan administrative expenses for 2022: 0.97% of average plan assets, higher than ~75% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,513th of 1,562), and 11,223rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$647,427
Participants with balances9
Active participants10
Employer contributions—
Employee contributions$39,815
Employer contribution per active participant—
Average account balance$71,936
Benefits paid to participants$1,185,192
Plan auditUnmodified (clean) audit opinion
AuditorDONOVAN P.C.
Administrative expenses, itemized · 2022
Investment management$4,194
Total administrative$12,742
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,742 · 0.97%
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Source: U.S. Department of Labor, Form 5500 series, EIN 351065107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.