Plan Ledger DOL Form 5500 · updated monthly

Sunrise Recovery LLC401(k)

SUNRISE RECOVERY LLC 401(K) PROFIT SHARING PLAN & TRUST · CLARKSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
1.70%

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

Sunrise Recovery LLC reported $2,989 in plan administrative expenses for 2024: 1.70% of average plan assets, above the peer median. Employer contributions averaged $0 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 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,548th of 1,562), and 11,652nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$217,091
Participants with balances222
Active participants123
Employer contributions$0
Employee contributions$85,286
Employer contribution per active participant$0
Average account balance$978
Benefits paid to participants$18,872
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,976
Investment management$13
Total administrative$2,989
The Sunrise Recovery LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Sunrise Recovery LLC's 2024 employer contribution ran below the $540 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history1
2024$2,989 · 1.70%
Similar plansHealth Care & Social Assistance · Indiana
Paladin, Inc. IN$499K · 3.88%
In-Pact, Inc. IN$471K · 1.09%
Apex Behavioral Services IN$295K · 0.68%
Carecore Health NY$220K · 0.96%
Taking Care Ny Homecare NY$219K · 3.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824470797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.