Plan Snapshot
- Plan Sponsor: Sunrise Express, INC.
- Sponsor EIN: 470680758
- Sponsor Address: 1420 SOUTH ADA, GRAND ISLAND, NE, 68803
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $4.8M
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 | 77 | $4.8M | $58,118 | $397,928 |
| 2023 | 152 | $4.7M | $64,786 | $428,831 |
| 2022 | 220 | $4.3M | $69,556 | $485,734 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $5,440 | $590 | $3,700 | — | — |
| 2023 | $10,389 | $330 | $2,400 | — | — |
| 2022 | $13,826 | — | — | — | — |