Plan Ledger DOL Form 5500 · updated monthly

Sunrise Community Health, Inc.401(k)

SUNRISE COMMUNITY HEALTH 401(K) SAFE HARBOR PLAN · EVANS, CO · plan year 2025

Reported admin expense ratio · 2025
0.38%

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

Sunrise Community Health, Inc. reported $73,197 in plan administrative expenses for 2025: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,704 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 3 years on file its reported administrative ratio fell from 0.47% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 510th-largest of 1,461 plans among Colorado employers on file, and the 3,621st of 11,911 in health care & social assistance. In 2025, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 287 to 357 since 2022.

Plan summary
Net assets, end of year$20,539,606
Participants with balances273
Active participants357
Employer contributions$608,219
Employee contributions$1,250,100
Employer contribution per active participant$1,704
Average account balance$75,237
Benefits paid to participants$2,171,586
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$20.5M · 273 accts · $608K emplr
2024$18.1M · 255 accts · $564K emplr
2023$15.4M · 257 accts · $579K emplr
2022$13.9M · 271 accts · $597K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$73,197
Total administrative$73,197
The Sunrise Community Health, Inc. 401(k) match · 2025
Employer contribution per active participant$1,704
Median for plans this size$2,666
2025$1,704 per active participant
2024$1,735 per active participant
2023$1,983 per active participant
2022$2,080 per active participant

Sunrise Community Health, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$73,196
GLOBAL RETIREMENT PARTNERS, LLC, A · Investment advisory (participants) · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history4
2025$73,197 · 0.38%
2024$77,121 · 0.46%
2023$66,625 · 0.45%
2022$69,117 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Hopewest CO$21.3M · 0.65%
Strive Health, LLC CO$20.9M · 0.38%
Hero Dvo LLC CO$19.3M · 0.80%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 840613289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.