Sunrise Community 403(b) match, vesting and fees
What Sunrise Community's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Sunrise Community: employer contribution per participant | $950 | |
| Peer median | $2,556 |
| Sunrise Community: average balance | $11,618 | |
| Peer median | $100,166 |
| Sunrise Community: admin expenses ÷ assets | 0.63% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.4M at the end of plan year 2021 to $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,892 | $29.9M | $2.4M | $950 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 4,329 | $26M | $1.5M | $462 | 0.73% | Not published | Form 5500 ↗ |
| 2022 | 3,983 | $22.8M | $1.4M | $423 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 3,715 | $19.4M | $437K | $149 | 0.77% | Not published | Form 5500 ↗ |
Common questions
Does Sunrise Community match 401(k) contributions?
The match terms for the Sunrise Community, Inc. the Employee Pension Benefit Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $950 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunrise Community 401(k) match vested?
The vesting schedule for the Sunrise Community, Inc. the Employee Pension Benefit Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunrise Community 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Sunrise Community, Inc..
I left Sunrise Community. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunrise Community, Inc., (305) 273-3086) or the recordkeeper, Valic Retirement Services Company. The Sunrise Community old 401(k) page lists the contacts from every plan filing. Find an old Sunrise Community 401(k)
Data from the public Form 5500 annual reports Sunrise Community filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sunrise Community. Not financial advice. Report a correction · Methodology