Sunstreet Mortgage, LLC401(k)
SUNSTREET MORTGAGE, LLC EMPLOYEES' RETIREMENT PLAN · TUCSON, AZ · plan year 2022
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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
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.