How big is Sunrise Opportunities' plan?

Sunrise Opportunities' plan reported $2.5M in assets and 66 participants for 2024.

Original filing (PDF)20250430075446NAL0001653873001

Sunrise Opportunities

Name: Sunrise Opportunities — Sunrise Opportunities, Form 5500 (2024)
Creator: Sunrise Opportunities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunrise Opportunities Retirement Plan 403(b)

403(b) retirement plan · Sunrise Opportunities' Sunrise Opportunities Retirement Plan 403(b) held $2.5M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Julie Daniels signed Sunrise Opportunities' 2024 Form 5500 as plan administrator.

Julie Daniels — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sunrise Opportunities' EIN is 01-0407276.

EIN 01-0407276

Plan number 001

Plan year 2024

ACK ID 20250430075446NAL0001653873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sunrise Opportunities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sunrise Opportunities' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNRISE OPPORTUNITIES.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score