Plan Ledger DOL Form 5500 · updated monthly

Toscana Limited, L.P.401(k)

SUNRISE COMPANY 401(K) PLAN · PALM DESERT, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Toscana Limited, L.P. reported $6,156 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,738 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 rose from 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,570th-largest of 9,483 plans among California employers on file, and the 1,475th of 5,337 in construction. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,657,300
Participants with balances364
Active participants255
Employer contributions$698,278
Employee contributions$1,366,511
Employer contribution per active participant$2,738
Average account balance$86,971
Benefits paid to participants$5,090,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.7M · 364 accts · $698K emplr
2023$30.9M · 381 accts · $665K emplr
2022$25.9M · 363 accts · $610K emplr
The Toscana Limited, L.P. 401(k) match · 2024
Employer contribution per active participant$2,738
Median for plans this size$2,416
2024$2,738 per active participant
2023$2,078 per active participant
2022$2,178 per active participant

Toscana Limited, L.P.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$9,031

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,156 · 0.02%
2023$3,440 · 0.01%
2022$3,777 · 0.01%
Similar plansConstruction · California
Control Air Enterprises LLC CA$32.1M · 0.14%
Villara Corporation CA$31.8M · 0.80%
Kprs Construction CA$31.4M · 0.34%
Pacific Steel Group CA$31.1M · 0.14%
Green Valley Corporation CA$31.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200080804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.