Plan Ledger DOL Form 5500 · updated monthly

Sunrise Medical (US) LLC401(k)

SUNRISE MEDICAL 401(K) PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Sunrise Medical (US) LLC reported $212,621 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,452 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 0.26% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,224th-largest of 9,483 plans among California employers on file, and the 2,292nd of 13,661 in manufacturing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,544,121
Participants with balances652
Active participants396
Employer contributions$1,366,840
Employee contributions$2,828,341
Employer contribution per active participant$3,452
Average account balance$118,933
Benefits paid to participants$8,089,306
Plan auditUnmodified (clean) audit opinion
AuditorBROCK & COMPANY CPAS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$77.5M · 652 accts · $1.4M emplr
2023$68.5M · 613 accts · $1.2M emplr
2022$61.2M · 622 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,449
Investment management$104,442
Audit (IQPA)$23,839
Total administrative$212,621
The Sunrise Medical (US) LLC 401(k) match · 2024
Employer contribution per active participant$3,452
Median for plans this size$3,635
2024$3,452 per active participant
2023$3,339 per active participant
2022$3,025 per active participant

Sunrise Medical (US) 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 · 20246
COOK STREET CONSULTING INC · Investment advisory (plan)$56,200
EMPOWER ADVISORY GROUP, LLC · Investment management$48,242
BROCK AND COMPANY CPAS PC · Accounting / audit$23,839
BERRY & TUDOR PC · Legal$2,681
SHERMAN & HOWARD LLC · Legal$210

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$212,621 · 0.29%
2023$221,469 · 0.34%
2022$173,377 · 0.26%
Same employer
Similar plansManufacturing · California
Stellant Systems, Inc. CA$77.8M · 0.31%
Enphase Energy, Inc. CA$76.6M · 0.13%
Garratt-Callahan Company CA$76.5M · 0.54%
Calamp Corp. CA$75.8M · 0.12%
Meyer Corporation US CA$75.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272381917 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.