Sunrise Home Care 401(k) match, vesting and fees
What Sunrise Home Care's 401(k) 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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Crystal Klear Accounting (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 104,026 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Sunrise Home Care: employer contribution per participant | $225 | |
| Peer median | $1,871 |
| Sunrise Home Care: average balance | $656 | |
| Peer median | $55,215 |
| Sunrise Home Care: admin expenses ÷ assets | 4.47% | |
| Peer median | 0.45% |
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 $118K at the end of plan year 2021 to $37K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 111 | $37K | $13K | $225 | 4.47% | Not published | Form 5500 ↗ |
| 2024 | 129 | $382K | $31K | $263 | 1.94% | Not published | Form 5500 ↗ |
| 2023 | 128 | $264K | $28K | $247 | 2.00% | Not published | Form 5500 ↗ |
| 2021 | 123 | $118K | $22K | $208 | 2.93% | Not published | Form 5500 ↗ |
Common questions
Does Sunrise Home Care match 401(k) contributions?
The match terms for the Sunrise Home Care Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $13K in employer contributions, about $225 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunrise Home Care 401(k) match vested?
The vesting schedule for the Sunrise Home Care Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunrise Home Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Paychex, Inc.. The plan administrator is Sunrise Home Care Inc.
I left Sunrise Home Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunrise Home Care Inc, (919) 663-0925) or the recordkeeper, Paychex, Inc.. The Sunrise Home Care old 401(k) page lists the contacts from every plan filing. Find an old Sunrise Home Care 401(k)
Data from the public Form 5500 annual reports Sunrise Home Care filed with the U.S. Department of Labor (plan years 2021 and 2023 and 2024 and 2025) 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 Home Care. Not financial advice. Report a correction · Methodology