# Sunrise Community Health, INC. DC Plan
Source: https://planprovider.pro/companies/sunrise-community-health-inc-plan

> Sunrise Community Health, INC.'s DC plan: 412 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — 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|—|—|

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