Plan Ledger DOL Form 5500 · updated monthly

Sunshine Behavioral Health Group401(k)

SUNSHINE BEHAVIORAL HEALTH GROUP LLC 401(K) PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Sunshine Behavioral Health Group reported $4,705 in plan administrative expenses for 2023: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,441 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 has held roughly steady near 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,119th of 1,461), and 8,499th of 11,911 in health care & social assistance. In 2023, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,071,143
Participants with balances653
Active participants246
Employer contributions$354,419
Employee contributions$543,675
Employer contribution per active participant$1,441
Average account balance$6,235
Benefits paid to participants$346,041
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 653 accts · $354K emplr
2022$2.8M · 591 accts · $327K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,705
Total administrative$4,705
The Sunshine Behavioral Health Group 401(k) match · 2023
Employer contribution per active participant$1,441
Median for plans this size$1,308
2023$1,441 per active participant
2022$1,336 per active participant

Sunshine Behavioral Health Group's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$4,705

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

Administrative cost history2
2023$4,705 · 0.14%
2022$3,585 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Optimal Home Care, Inc. CO$4.3M · 0.90%
Bayaud Enterprises, Inc. CO$4.1M · 0.07%
Matthews-Vu Medical Group CO$4.0M · 0.04%
Ariel Clinical Services CO$3.8M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824465419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.