Plan Snapshot
- Plan Sponsor: Sunrise Respiratory Care
- Sponsor EIN: 273484390
- Sponsor Address: 1881 LANGLEY AVE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 176
- Total Assets: $1.2M
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. |
|---|---|---|---|---|
| 2024 | 176 | $1.2M | $66,341 | $283,922 |
| 2023 | 148 | $781,881 | $48,461 | $196,718 |
| 2022 | 105 | $485,105 | $32,612 | $145,522 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $11,390 | — | $11,390 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,390
- Estimated Expense Ratio: 0.983% 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 |
|---|---|---|---|---|---|
| 2024 | $11,391 | $1,755 | — | — | — |
| 2023 | $51,851 | — | — | — | — |
| 2022 | $34,976 | — | — | — | — |