Plan Ledger DOL Form 5500 · updated monthly

Sunset Imports Inc.401(k)

SUNSET IMPORTS INC. 401(K) PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Sunset Imports Inc. reported $4,956 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,050 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 0.36% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (672nd of 1,021), and 3,294th of 5,215 in retail trade. In 2024, employees put in $5.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,799,843
Participants with balances196
Active participants119
Employer contributions$125,000
Employee contributions$637,513
Employer contribution per active participant$1,050
Average account balance$34,693
Benefits paid to participants$394,223
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 196 accts · $125K emplr
2023$5.8M · 206 accts · $119K emplr
2022$5.5M · 200 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,956
Total administrative$4,956
The Sunset Imports Inc. 401(k) match · 2024
Employer contribution per active participant$1,050
Median for plans this size$1,313
2024$1,050 per active participant
2023$1,017 per active participant
2022$780 per active participant

Sunset Imports Inc.'s 2024 employer contribution ran below 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$4,956
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,956 · 0.08%
2023$3,177 · 0.06%
2022$20,516 · 0.36%
Same employer
Similar plansRetail Trade · Oregon
Ashland Food Cooperative OR$8.3M · 0.49%
Power Auto, Inc. OR$7.5M · 1.03%
Roberson Motors, Inc. OR$7.4M · 0.58%
Superior Tire Service Inc OR$7.2M · 0.24%
Jaj Enterprises, LLC OR$6.7M · 0.58%
Mini Pet Mart, Inc. OR$6.4M · 0.10%
Space Age Fuel, Inc. OR$6.2M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930749667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.