Plan Ledger DOL Form 5500 · updated monthly

View Point Sunshine Village401(k)

VIEW POINT SENIOR CARE 401K · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.77%

View Point Sunshine Village reported $1,691 in plan administrative expenses for 2022: 0.77% of average plan assets, below 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,258th of 1,285), and 11,638th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$229,774
Participants with balances21
Active participants132
Employer contributions—
Employee contributions$72,930
Employer contribution per active participant—
Average account balance$10,942
Benefits paid to participants$18,123
Plan auditUnmodified (clean) audit opinion
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 history1
2022$1,691 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Small Miracles LLC AZ$28K · 0.04%
Sapphire of Tucson, LLC AZ$22K · 6.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462350558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.