Sunrise Respiratory Care 401(k) match, vesting and fees
What Sunrise Respiratory 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Sunrise Respiratory Care: employer contribution per participant | $434 | |
| Peer median | $1,680 |
| Sunrise Respiratory Care: average balance | $7,573 | |
| Peer median | $52,722 |
| Sunrise Respiratory Care: admin expenses ÷ assets | 1.17% | |
| Peer median | 0.39% |
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 $416K at the end of plan year 2021 to $1.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 197 | $1.2M | $66K | $434 | 1.17% | Not published | Form 5500 ↗ |
| 2023 | 195 | $782K | $48K | $339 | 0.84% | Not published | 5500-SF ↗ |
| 2022 | 119 | $485K | $33K | $459 | 0.86% | Not published | 5500-SF ↗ |
| 2021 | 93 | $416K | $25K | $677 | 0.82% | Not published | 5500-SF ↗ |
Common questions
Does Sunrise Respiratory Care match 401(k) contributions?
The match terms for the Sunrise Respiratory Care 401k have not been published from its filing yet. The plan year 2024 filing reports $66K in employer contributions, about $434 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunrise Respiratory Care 401(k) match vested?
The vesting schedule for the Sunrise Respiratory Care 401k is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunrise Respiratory Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Sunrise Respiratory Care.
I left Sunrise Respiratory Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunrise Respiratory Care, (949) 945-3230) or the recordkeeper, ADP, Inc.. The Sunrise Respiratory Care old 401(k) page lists the contacts from every plan filing. Find an old Sunrise Respiratory Care 401(k)
Data from the public Form 5500 annual reports Sunrise Respiratory Care 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 Respiratory Care. Not financial advice. Report a correction · Methodology