Plan Snapshot
- Plan Sponsor: Sunrise Treatment Center, LLC
- Sponsor EIN: 261184641
- Sponsor Address: 6460 HARRISON AVE, 2ND FLOOR, CINCINNATI, OH, 45247
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $4.1M
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 | 151 | $4.1M | $260,379 | $468,561 |
| 2023 | 174 | $3.7M | $282,287 | $514,997 |
| 2022 | 202 | $3.0M | $314,476 | $593,223 |
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 |
|---|---|---|---|---|
| H. K. CAMPBELL & COMPANY | Auditor | — | — | $0 |
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 | $13,100 | — | $13,100 | — | — |
| 2023 | $9,078 | — | $9,078 | — | — |
| 2022 | $8,150 | — | — | — | $8,150 |