Plan Snapshot
- Plan Sponsor: Sunrise Home Care INC
- Sponsor EIN: 471479171
- Sponsor Address: 1754 E 11TH ST STE D, SILER CITY, NC, 273442812
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 111
- Total Assets: $36,715
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 111 | $36,715 | $0 | $0 |
| 2024 | 65 | $382,276 | $30,550 | $73,160 |
| 2023 | 66 | $263,879 | $27,946 | $55,911 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $6,269 | — | $6,269 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,269
- Estimated Expense Ratio: 17.075% 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 | $410,575 | $1,937 | $6,558 | — | — |
| 2024 | $6,281 | $3,281 | $2,140 | — | — |
| 2023 | $4,264 | $2,067 | $1,337 | — | — |