Plan Ledger DOL Form 5500 · updated monthly

Sunrise Brands, LLC401(k)

SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE P · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Sunrise Brands, LLC reported $114,338 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,728 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.44% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,021st-largest of 9,483 plans among California employers on file, and the 1,531st of 4,246 in wholesale trade. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 310 to 229 since 2022.

Plan summary
Net assets, end of year$25,766,249
Participants with balances271
Active participants229
Employer contributions$853,716
Employee contributions$1,740,765
Employer contribution per active participant$3,728
Average account balance$95,078
Benefits paid to participants$2,620,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 271 accts · $854K emplr
2023$22.6M · 284 accts · $930K emplr
2022$19.3M · 281 accts · $875K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,338
Total administrative$114,338
The Sunrise Brands, LLC 401(k) match · 2024
Employer contribution per active participant$3,728
Median for plans this size$2,416
2024$3,728 per active participant
2023$3,154 per active participant
2022$2,822 per active participant

Sunrise Brands, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$59,627
ADP, INC. · Loan processing · Recordkeeping$54,711
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$114,338 · 0.47%
2023$103,147 · 0.49%
2022$90,878 · 0.44%
Same employer
Similar plansWholesale Trade · California
E.B. Bradley Company CA$26.4M · 0.33%
Creative Labs, Inc. CA$26.1M · 0.06%
Keeco, LLC CA$26.0M · 0.62%
Capcom U.S.A. Inc. CA$26.0M · 0.00%
The Kelleher Corporation CA$25.7M · 0.24%
Garton Tractor, Inc. CA$25.7M · 0.53%
Ewing-Foley, Inc. CA$25.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264228266 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.