Plan Ledger DOL Form 5500 · updated monthly

Sunstreet Mortgage, LLC401(k)

SUNSTREET MORTGAGE, LLC EMPLOYEES' RETIREMENT PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.82%

Sunstreet Mortgage, LLC reported $43,299 in plan administrative expenses for 2022: 0.82% 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 finance & insurance employers. By assets it is among the smaller plans on file in Arizona (874th of 1,285), and 4,492nd of 4,798 in finance & insurance. In 2022, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,351,218
Participants with balances108
Active participants0
Employer contributions$407,922
Employee contributions$578,606
Employer contribution per active participant—
Average account balance$40,289
Benefits paid to participants$1,739,966
Plan auditDisclaimer of opinion
AuditorMETZ ACCOUNTING & AUDIT
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $34K emplr
2022$4.4M · 108 accts · $408K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$24,321
Investment management$18,978
Total administrative$43,299
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 history2
2023Not separately reported
2022$43,299 · 0.82%
Similar plansFinance & Insurance · Arizona
Geneva Financial, LLC AZ$5.3M · 0.33%
Fiduciary Wise, LLC AZ$4.3M · 1.09%
Ffec Wealth Partners, LLC AZ$3.8M · 0.26%
Jfq Lending, LLC AZ$3.8M · 1.93%
Fiduciary Wise, LLC AZ$3.2M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202715422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.