# Sunrise Engineering, INC. Employee Benef Health & Welfare Plan
Source: https://planprovider.pro/companies/sunrise-engineering-inc-employee-benef-870395347-501

> Sunrise Engineering, INC. Employee Benef's Health & Welfare plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunrise Engineering, INC. Employee Benef

- **Sponsor EIN:** 870395347

- **Sponsor Address:** 25 EAST 500 NORTH, FILLMORE, UT, 84631

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 298

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|298|$0|$0|$0|

| 2024|298|$0|$0|$0|

| 2023|305|$0|$0|$0|

| 2022|274|$0|$0|$0|

## 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|

| UMR, INC|Other Service Provider|$252,893|$9,995|$262,888|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $262,888

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Horrocks Engineers, INC.](https://planprovider.pro/companies/horrocks-engineers-inc-401k-plan) — 937 participants

- [Goengineer, INC.](https://planprovider.pro/companies/goengineer-inc-401k-plan) — 694 participants

- [Goengineer, INC.](https://planprovider.pro/companies/goengineer-inc-870563379-501) — 688 participants

- [Sunrise Engineering, INC.](https://planprovider.pro/companies/sunrise-engineering-inc-401k-plan) — 468 participants

- [Gauss Management Research And Engineering](https://planprovider.pro/companies/gauss-management-research-and-engineering-204035275-501) — 277 participants

- [Forsgren Associates, INC.](https://planprovider.pro/companies/forsgren-associates-inc-401k-plan) — 192 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sunrise-engineering-inc-employee-benef-870395347-501)

© 2026 PlanProvider.Pro