Plan Snapshot
- Plan Sponsor: Sunrise Engineering, INC.
- Sponsor EIN: 870395347
- Sponsor Address: 25 EAST 500 NORTH, FILLMORE, UT, 84631
- Plan Type: 401(k)
- Total Participants: 468
- Total Assets: $28.3M
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 | 468 | $28.3M | $941,891 | $1.9M |
| 2023 | 385 | $25.3M | $832,762 | $1.7M |
| 2022 | 390 | $19.8M | $630,967 | $1.4M |
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 |
|---|---|---|---|---|
| GLS CERTIFIED PUBLIC ACCOUNTANTS,PC | 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 | $112,133 | — | $109,708 | — | — |
| 2023 | $101,534 | — | $98,254 | — | — |
| 2022 | $95,861 | — | $93,936 | — | $1,925 |