Plan Snapshot
- Plan Sponsor: Sunrise Coal, LLC
- Sponsor EIN: 371449270
- Sponsor Address: 1183 E CANVASBACK DR, TERRE HAUTE, IN, 47802
- Plan Type: 401(k)
- Total Participants: 611
- Total Assets: $52.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 611 | $52.3M | $1.8M | $4.3M |
| 2023 | 884 | $51.3M | $3.0M | $5.1M |
| 2022 | 839 | $40.2M | $2.5M | $4.4M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.015% of plan assets
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 | $66,710 | $40,979 | — | $8,000 | — |
| 2023 | $22,905 | $48,684 | — | $15,750 | — |
| 2022 | $39,949 | — | — | — | — |