Plan Ledger DOL Form 5500 · updated monthly

The Sun Valley Group, Inc.401(k)

THE SUN VALLEY GROUP, INC. 401(K) PLAN · ARCATA, CA · plan year 2022

Reported admin expense ratio · 2022
0.73%

The Sun Valley Group, Inc. reported $31,263 in plan administrative expenses for 2022: 0.73% of average plan assets, above the peer median. 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 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (7,485th of 9,483), and 703rd of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$3,762,029
Participants with balances177
Active participants201
Employer contributions—
Employee contributions$172,048
Employer contribution per active participant—
Average account balance$21,254
Benefits paid to participants$498,972
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.7M · 166 accts
2022$3.8M · 177 accts
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 history3
2024Not separately reported
2023$28,640 · 0.76%
2022$31,263 · 0.73%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Select Harvest USA, LLC CA$4.0M · 0.94%
Hog Island Oyster Company CA$3.9M · 0.22%
Plug Connection, LLC CA$3.8M · 0.31%
Rancho Guadalupe LLC CA$3.7M · 0.32%
Fieldtrue LLC CA$3.6M · 0.68%
Booth Ranches, LLC CA$3.5M · 0.87%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680265986 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.