Retirement plan

SUNRISE COMMUNITY HEALTH 401(K) SAFE HARBOR PLAN

Name: SUNRISE COMMUNITY HEALTH, INC. - SUNRISE COMMUNITY HEALTH 401(K) SAFE HARBOR PLAN (2025) Form 5500
Creator: SUNRISE COMMUNITY HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNRISE COMMUNITY HEALTH 401(K) SAFE HARBOR PLAN, SUNRISE COMMUNITY HEALTH, INC.

SUNRISE COMMUNITY HEALTH, INC.EIN 84-0613289Plan #001PY 2025

2930 11TH AVE - EVANS, CO 806201011970-350-4672sunrisecommunityhealth.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$20.5M

+13.7% from 2024

Total participants

412

+8.4% from 2024

Average account balance

$75,237

+6.2% from 2024

Annual return

15.47%

+1.39 pp from 2024

Benchmarks

See 505 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort505 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.54M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

273

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.

61.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.86M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290	Contract Administrator	$73,196
GLOBAL RETIREMENT PARTNERS LLC1 year Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118	Advisory (Participants)	$66,702
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381	Advisory (Participants)	$0

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$73K

$205 / participant

Contract admin$73K100.0%

% of EOY assets

0.356%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JWT & ASSOCIATES, LLP
Auditor EIN: 472718509
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,237

$36,904+103.9%

$158,223-52.4%

$65,191+15.4%

Participation rate

61.1%

62.1%-1.0pp

79.2%-18.1pp

63.0%-1.9pp

Annual return

15.47%

24.43%-9.0pp

52.09%-36.6pp

51.24%-35.8pp

Employer contribution / active EE

$1,704

$1,489+14.4%

$4,109-58.5%

$2,400-29.0%

Participant deferral / active EE

$3,502

$1,936+80.9%

$5,467-35.9%

$2,671+31.1%

Admin fee / account holder

$268

$793-66.2%

$16,047-98.3%

$907-70.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY11+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$73,196

GLOBAL RETIREMENT PARTNERS LLC1 year

Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A

Service code 26 · EIN 47-1411118

Advisory (Participants)

$66,702

MORNINGSTAR1 year

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L

Service code 26 · EIN 36-4317381

Advisory (Participants)

SUNRISE COMMUNITY HEALTH 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNRISE COMMUNITY HEALTH 401(K) SAFE HARBOR 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