Plan Ledger DOL Form 5500 · updated monthly

Sunshine Acres Children's Home401(k)

SUNSHINE ACRES RETIREMENT PLAN · MESA, AZ · plan year 2022

Reported admin expense ratio · 2022
0.77%

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

Sunshine Acres Children's Home reported $13,745 in plan administrative expenses for 2022: 0.77% of average plan assets, above the peer median. Employer contributions averaged $2,786 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (1,087th of 1,285), and 2,926th of 3,341 in other services. In 2022, the employer put in $4.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,719,857
Participants with balances68
Active participants97
Employer contributions$270,245
Employee contributions$61,196
Employer contribution per active participant$2,786
Average account balance$25,292
Benefits paid to participants$149,211
Plan auditUnmodified (clean) audit opinion
AuditorJDS PROFESSIONAL GROUP
Administrative expenses, itemized · 2022
Investment management$217
Total administrative$13,745
The Sunshine Acres Children's Home 401(k) match · 2022
Employer contribution per active participant$2,786
Median for plans this size$1,114

Sunshine Acres Children's Home's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,745 · 0.77%
Similar plansOther Services · Arizona
Lee Hill Investments LLC AZ$2.0M · 0.54%
Gcaz Services, Inc. AZ$1.8M · 0.62%
Aallgroup Southwest AZ$1.1M · 1.33%
Turnbull Law Group LLC AZ$940K · 1.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860196532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.