Plan Ledger DOL Form 5500 · updated monthly

Sunrise Health Foods Inc dba Sunrise Health Foods401(k)

SUNRISE HEALTH FOODS INC DBA SUNRISE HEALTH FOODS 401(K) PLAN · BRADLEY, IL · plan year 2022

Reported admin expense ratio · 2022
0.65%

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

Sunrise Health Foods Inc dba Sunrise Health Foods reported $758 in plan administrative expenses for 2022: 0.65% of average plan assets, below the peer median. Employer contributions averaged $249 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (3,649th of 3,702), and 5,169th of 5,215 in retail trade. In 2022, employees put in $3.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$116,442
Participants with balances21
Active participants104
Employer contributions$25,926
Employee contributions$89,286
Employer contribution per active participant$249
Average account balance$5,545
Benefits paid to participants$2,421
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$758
Total administrative$758
The Sunrise Health Foods Inc dba Sunrise Health Foods 401(k) match · 2022
Employer contribution per active participant$249
Median for plans this size$331

Sunrise Health Foods Inc dba Sunrise Health Foods's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$758 · 0.65%
Similar plansRetail Trade · Illinois
Bijora, Inc. dba Akira IL$621K · 0.30%
Aeriz Holdings Corp. IL$185K · 0.53%
Hari Donuts Batavia Inc. IL$120K · 0.17%
Kildeer Advisors, Inc. IL$112K · 1.25%
The Standard Market LLC IL$84K · 4.27%
Javin, Inc. IL$37K · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362483281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.