Plan Snapshot
- Plan Sponsor: San Diego Sunrise Management Com
- Sponsor EIN: 330147118
- Sponsor Address: 7837 CONVOY COURT, SAN DIEGO, CA, 92111
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 458 | $6.1M | $0 | $847,785 |
| 2023 | 416 | $5.2M | $0 | $863,254 |
| 2022 | 419 | $4.6M | $0 | $675,349 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DUFFY KRUSPODIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUFFY KRUSPODIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,925 | $24,074 | — | — | — |
| 2023 | $54,013 | $14,694 | — | $125 | — |
| 2022 | $8,009 | — | $8,009 | — | — |