Retirement plan

SUNRISE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN

Name: SUNRISE MANAGEMENT SERVICES LLC - SUNRISE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: SUNRISE MANAGEMENT SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNRISE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN, SUNRISE MANAGEMENT SERVICES LLC

SUNRISE MANAGEMENT SERVICES LLCEIN 45-4183962Plan #001PY 2025

515 N FLAGLER DRIVE, SUITE 1702 - WEST PALM BEACH, FL 33401561-440-6549sunrisemgntfl.comLinkedIn51-200 employeesreal estate

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.8M

-51.7% from 2024

Total participants

-27.8% from 2024

Average account balance

$112,485

-34.3% from 2024

Annual return

7.77%

-12.36 pp from 2024

Benchmarks

See 13,952 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,952 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$112K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$395K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$154298

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3.9M

$257163 / participant

Other / not subdivided$4M100.0%

% of EOY assets

137.172%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,485

$99,053+13.6%

$88,179+27.6%

$138,895-19.0%

Participation rate

93.3%

74.2%+19.1pp

69.1%+24.2pp

79.9%+13.4pp

Annual return

7.77%

78.17%-70.4pp

64.97%-57.2pp

145.39%-137.6pp

Employer contribution / active EE

$10,898

$2,882+278.1%

$2,549+327.5%

$4,194+159.8%

Participant deferral / active EE

$15,415

$5,225+195.0%

$4,614+234.1%

$6,396+141.0%

Admin fee / account holder

$154,298

$8,748+1663.7%

$7,673+1910.9%

$12,562+1128.3%

SUNRISE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNRISE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion