Plan Ledger DOL Form 5500 · updated monthly

Sunrise Express, Inc.401(k)

SUNRISE EXPRESS 401(K) PROFIT SHARING PLAN · GRAND ISLAND, NE · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Sunrise Express, Inc. reported $5,440 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $755 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 fell from 0.32% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Nebraska (469th of 565), and 1,683rd of 2,677 in transportation & warehousing. In 2024, employees put in $6.85 for every $1.00 the employer contributed; active participation has shrunk from 220 to 77 since 2022.

Plan summary
Net assets, end of year$4,751,546
Participants with balances135
Active participants77
Employer contributions$58,118
Employee contributions$397,928
Employer contribution per active participant$755
Average account balance$35,197
Benefits paid to participants$851,089
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 135 accts · $58K emplr
2023$4.7M · 147 accts · $65K emplr
2022$4.3M · 136 accts · $70K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,700
Investment management$590
Total administrative$5,440
The Sunrise Express, Inc. 401(k) match · 2024
Employer contribution per active participant$755
Median for plans this size$1,313
2024$755 per active participant
2023$426 per active participant
2022$316 per active participant

Sunrise Express, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
GALLAGHER BENEFIT SERVICES INCindirect comp

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$5,440 · 0.12%
2023$10,389 · 0.23%
2022$13,826 · 0.32%
Same employer
Similar plansTransportation & Warehousing · Nebraska
Lt Holdings, Inc. NE$9.9M · 0.90%
Busco, Inc. NE$4.4M · 1.21%
Lgt Transport, LLC NE$4.2M · 0.98%
Hunt Transportation, Inc. NE$4.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470680758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.