Plan Snapshot
- Plan Sponsor: Sunrise Credit Services, INC.
- Sponsor EIN: 112369271
- Sponsor Address: 8 CORPORATE CENTER DRIVE, MELVILLE, NY, 11747
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $14.1M
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 | 187 | $14.1M | $30,422 | $490,019 |
| 2023 | 197 | $12.0M | $29,398 | $435,331 |
| 2022 | 208 | $10.3M | $31,757 | $451,335 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $38,206 | $34,417 | — | — | — |
| 2023 | $28,636 | $26,012 | — | — | — |
| 2022 | $30,528 | — | — | — | — |