Plan Snapshot
- Plan Sponsor: Sunrise Community Health, INC.
- Sponsor EIN: 840613289
- Sponsor Address: 2930 11TH AVE, EVANS, CO, 806201011
- Plan Type: DC
- Total Participants: 412
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 412 | $20.5M | $0 | $0 |
| 2024 | 325 | $18.1M | $563,744 | $1.2M |
| 2023 | 292 | $15.4M | $579,129 | $1.1M |
| 2022 | 287 | $13.9M | $596,883 | $1.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $73,196 | — | $73,196 |
| GLOBAL RETIREMENT PARTNERS, LLC, A | INV ADV, PARTICIPANTS | — | $33,351 | $33,351 |
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC, A — INV ADV, PARTICIPANTS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,547
- Estimated Expense Ratio: 0.519% 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 |
|---|---|---|---|---|---|
| 2025 | $73,197 | — | $73,197 | — | — |
| 2024 | $77,121 | — | $77,121 | — | — |
| 2023 | $66,625 | — | $66,625 | — | — |
| 2022 | $69,117 | — | $69,117 | — | — |