How big is Sunrise Brands, LLC's plan?

Sunrise Brands, LLC's plan reported $25.8M in assets and 229 participants for 2024.

Original filing (PDF)20251013050631NAL0000703185001

Sunrise Brands, LLC

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

Form 5500

FILING_RECEIVED

Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate

401(k) retirement plan · Sunrise Brands, LLC's Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate held $25.8M in plan assets for 229 participants in 2024, with ADP as recordkeeper.

Active participants

229

Accounts w/ balance

271

Plan assets (EOY)

$25.8M

Net assets (EOY)

$25.8M

People on this filing

Shirley Horner signed Sunrise Brands, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Brands, LLC's EIN is 26-4228266.

EIN 26-4228266

Plan number 001

Plan year 2024

ACK ID 20251013050631NAL0000703185001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sunrise Brands, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SUNRISE BRANDS, LLC

EIN

all filings

Address

801 SOUTH FIGUEROA STREET · SUITE 2500 · LOS ANGELES, CA · 90017

Phone

(323) 780-8250

Industry

Wholesale Trade

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$55K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	20-8764829	—

Investments

43 direct securities · 1 pooled fund· $26.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$16.0M

27 holdings

Other securities

$3.5M

9 holdings

Common Collective Trusts

$2.9M

5 holdings

Stable Value

$2.2M

1 holding

Common Collective Trust

$2.2M

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
MetLife Great Gray Stable Value Fund Collective Investment Trust	Stable Value	—	—	$2.2M	8.7%
MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094	Common Collective Trust	—	—	$2.2M	8.7%
Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$2.0M	7.9%
Vanguard LifeStrategy Growth Fund Mutual Fund	Mutual Funds	—	—	$2.0M	7.8%
iShares S&P 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	7.2%
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$1.7M	6.7%
Columbia Global Technology Growth Fund Mutual Fund	Other securities	—	—	$1.5M	5.8%
Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$1.2M	4.6%
Janus Henderson Enterprise Fund Mutual Fund	Mutual Funds	—	—	$1.1M	4.4%
Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$1.0M	4.1%
Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$1.0M	4.0%
JPMorgan Growth Advantage Fund Mutual Fund	Other securities	—	—	$934K	3.6%
Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$888K	3.4%
Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$801K	3.1%
Vanguard LifeStrategy Conservative Growth Fund Mutual Fund	Mutual Funds	—	—	$632K	2.5%
Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$522K	2.0%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$520K	2.0%
Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$413K	1.6%
Putnam Small Cap Growth fund Mutual Fund	Mutual Funds	—	—	$412K	1.6%
Vanguard Equity Income Fund Mutual Fund	Mutual Funds	—	—	$388K	1.5%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$371K	1.4%
Nuveen Quantitative Small Cap Equity Fund Mutual Fund	Mutual Funds	—	—	$324K	1.3%
Vanguard Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$314K	1.2%
T. Rowe Price Global Growth Stock Fund Mutual Fund	Other securities	—	—	$294K	1.1%
Vanguard International Growth Fund Mutual Fund	Mutual Funds	—	—	$273K	1.1%
BlackRock Advantage International Fund Mutual Fund	Other securities	—	—	$243K	0.9%
Vanguard Tax-Managed Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$221K	0.9%
Nuveen Core Bond Fund Mutual Fund	Mutual Funds	—	—	$212K	0.8%
Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$175K	0.7%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$168K	0.7%
PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$132K	0.5%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$117K	0.5%
Vanguard Developed Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$86K	0.3%
Fidelity Advisor International Small Cap Fund Mutual Fund	Mutual Funds	—	—	$82K	0.3%
Investments Allspring Special Small Cap Fund Mutual Fund	Other securities	—	—	$69K	0.3%
PGIM High Yield Fund Mutual Fund	Other securities	—	—	$51K	0.2%
Vanguard Health Care Fund Mutual Fund	Mutual Funds	—	—	$46K	0.2%
Vanguard Short Term Investment Grade Fund Mutual Fund	Mutual Funds	—	—	$39K	0.2%
Vanguard LifeStrategy Moderate Growth Fund Mutual Fund	Mutual Funds	—	—	$37K	0.1%
Vanguard Intermediate Term Bond Fund Mutual Fund	Mutual Funds	—	—	$25K	<0.1%
Vanguard Intermediate Term Treasury Fund Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%