Plan Ledger DOL Form 5500 · updated monthly

Sunrise Coal, LLC401(k)

SUNRISE COAL, LLC 401(K) PROFIT SHARING PLAN · TERRE HAUTE, IN · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Sunrise Coal, LLC reported $66,710 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,976 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 0.10% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 277th-largest of 1,562 plans among Indiana employers on file, and the 174th of 612 in mining, oil & gas extraction. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has shrunk from 839 to 611 since 2022.

Plan summary
Net assets, end of year$52,255,164
Participants with balances762
Active participants611
Employer contributions$1,818,140
Employee contributions$4,334,892
Employer contribution per active participant$2,976
Average account balance$68,576
Benefits paid to participants$11,695,589
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.3M · 762 accts · $1.8M emplr
2023$51.3M · 975 accts · $3.0M emplr
2022$40.2M · 918 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$481
Investment management$40,979
Audit (IQPA)$8,000
Total administrative$66,710
The Sunrise Coal, LLC 401(k) match · 2024
Employer contribution per active participant$2,976
Median for plans this size$3,635
2024$2,976 per active participant
2023$3,402 per active participant
2022$3,038 per active participant

Sunrise Coal, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
PLANTE & MORAN, PLLC · Accounting / audit$25,250
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$24,312
PARTNERS · Investment advisory (plan)$16,667

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

Administrative cost history3
2024$66,710 · 0.13%
2023$22,905 · 0.05%
2022$39,949 · 0.10%
Same employer
Similar plansMining, Oil & Gas Extraction · Indiana
Calumet Gp, LLC IN$307.0M · 0.03%
Callon Petroleum Company TX$53.2M · 0.14%
Encino Energy, LLC TX$52.7M · 0.06%
Crownquest Operating, L.L.C TX$51.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371449270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.