Plan Snapshot
- Plan Sponsor: Sunrise Bank
- Sponsor EIN: 203037210
- Sponsor Address: 5604 N. ATLANITC AVE, COCOA BEACH, FL, 32931
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 57 | $6.0M | $184,737 | $293,076 |
| 2023 | 56 | $4.9M | $171,122 | $333,298 |
| 2022 | 55 | $4.5M | $151,907 | $269,499 |