Plan Snapshot
- Plan Sponsor: Sunrise Recovery LLC
- Sponsor EIN: 824470797
- Sponsor Address: 1610 BLACKISTON VIEW DR, CLARKSVILLE, IN, 471292013
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $217,091
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 123 | $217,091 | $0 | $85,286 |
| 2023 | 138 | $133,818 | $0 | $47,587 |
| 2022 | 120 | $78,302 | $0 | $40,215 |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE LLC — 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 | $2,989 | $13 | $2,976 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |