How big is Sunrise Coal, LLC's plan?

Sunrise Coal, LLC's plan reported $52.3M in assets and 611 participants for 2024.

Original filing (PDF)20251011120120NAL0008493649001

Sunrise Coal, LLC

Name: Sunrise Coal, LLC — Sunrise Coal, LLC 401(k) Profit, Form 5500 (2024)
Creator: Sunrise Coal, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sunrise Coal, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sunrise Coal, LLC's Sunrise Coal, LLC 401(k) Profit Sharing Plan held $52.3M in plan assets for 611 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

611

Accounts w/ balance

762

Plan assets (EOY)

$52.3M

Net assets (EOY)

$52.3M

People on this filing

Heather Tryon signed Sunrise Coal, LLC's 2024 Form 5500 as plan administrator.

Heather Tryon — 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 Coal, LLC's EIN is 37-1449270.

EIN 37-1449270

Plan number 001

Plan year 2024

ACK ID 20251011120120NAL0008493649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sunrise Coal, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

52 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 COAL, LLC

EIN

all filings

Address

1183 E CANVASBACK DR · TERRE HAUTE, IN · 47802

Phone

(812) 299-2800

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$829	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES LLC	23-2384840	—	ADVISOR	$24K	—
PARTNERS

Investments

52 direct securities· $52.3M(100% of reported assets)

Mutual Funds

$45.2M

31 holdings

Other securities

$3.1M

13 holdings

Self-Directed Brokerage

$2.0M

1 holding

Common Collective Trusts

$941K

2 holdings

U.S. Treasuries

$901K

4 holdings

Common Stocks

$48K

1 holding

					% of plan
Fidelity Investments** Advisor Freedom 2045	Mutual Funds	—	—	$8.0M	15.3%
Fidelity Investments** Advisor Freedom 2035	Mutual Funds	—	—	$6.8M	13.0%
Fidelity Investments** Advisor Freedom 2040	Mutual Funds	—	—	$6.3M	12.0%
Fidelity Investments** Advisor Freedom 2050	Mutual Funds	—	—	$5.7M	10.9%
Fidelity Investments** Advisor Freedom 2030	Mutual Funds	—	—	$5.4M	10.4%
Fidelity Investments** Advisor Freedom 2055	Mutual Funds	—	—	$4.8M	9.3%
Fidelity Investments** Advisor Freedom 2025	Mutual Funds	—	—	$3.5M	6.6%
Participants** Participant self-directed investments - Brokerage link accounts -	Self-Directed Brokerage	—	—	$2.0M	3.8%
T. Rowe Price Blue Chip Growth	Other securities	—	—	$1.3M	2.6%
Fidelity Investments** Advisor Freedom 2060	Mutual Funds	—	—	$1.3M	2.5%
Fidelity Investments** Advisor Freedom 2065	Mutual Funds	—	—	$977K	1.9%
Fidelity Investments** 500 Index	Common Collective Trusts	—	—	$779K	1.5%
Gabelli US Treasury Money Market I	U.S. Treasuries	—	—	$734K	1.4%
JPMorgan Growth Advantage Fund	Other securities	—	—	$691K	1.3%
Fidelity Investments** Advisor Freedom 2020	Mutual Funds	—	—	$396K	0.8%
Invesco Blue Chip Growth	Mutual Funds	—	—	$391K	0.7%
T. Rowe Price Dividend Growth	Other securities	—	—	$347K	0.7%
Oppenheimer Funds Invesco Gold & Special Minerals Fund	Mutual Funds	—	—	$249K	0.5%
Fidelity Investments** Advisor Freedom 2010	Mutual Funds	—	—	$225K	0.4%
Columbia Seligman Tech & Info Inst	Other securities	—	—	$209K	0.4%
American Funds Advisor Floating Rate High Income	Mutual Funds	—	—	$201K	0.4%
Fidelity Investments** Advisor Freedom Income	Mutual Funds	—	—	$195K	0.4%
Columbia Small Cap Index Fund	Common Collective Trusts	—	—	$163K	0.3%
Prudential Jennison Health Sciences Fund	Other securities	—	—	$145K	0.3%
Principal Capital Appreciation	Other securities	—	—	$145K	0.3%
BlackRock Government Bond	U.S. Treasuries	—	—	$144K	0.3%
Putnam Investments Large Cap Value Fund	Mutual Funds	—	—	$106K	0.2%
Fidelity Investments** Small Company Value	Mutual Funds	—	—	$106K	0.2%
MFS Templeton Global Bond	Mutual Funds	—	—	$103K	0.2%
Fidelity Investments** Advisor Freedom	Mutual Funds	—	—	$94K	0.2%
Fidelity Investments** Mid Cap Index	Mutual Funds	—	—	$79K	0.2%
Eaton Vance Global Macro Absolute Return Advantage Fund	Other securities	—	—	$79K	0.2%
Wells Fargo Allspring SMID Cap Growth Fund	Other securities	—	—	$75K	0.1%
PIMCO Advisor Strategic Income	Mutual Funds	—	—	$63K	0.1%
PIMCO Total Return	Mutual Funds	—	—	$53K	0.1%
Wells Fargo Allspring Small Company Value Fund	Common Stocks	—	—	$48K	<0.1%
American Beacon Shapiro SMID Cap Equity Fund	Other securities	—	—	$42K	<0.1%
Oppenheimer Funds Invesco Developing Markets Fund	Mutual Funds	—	—	$41K	<0.1%
Lord Abbett Dividend Growth	Mutual Funds	—	—	$33K	<0.1%
American Beacon Advisors Jennison Natural Resources Fund	Other securities	—	—	$29K	<0.1%
MGL International Credit Equity	Other securities	—	—	$28K	<0.1%
MFS Seligman Communications and Information	Mutual Funds	—	—	$27K	<0.1%
PIMCO Real Estate Securities	Mutual Funds	—	—	$25K	<0.1%
Fidelity Investments** International Index	Mutual Funds	—	—	$20K	<0.1%
Fidelity Investments** Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$18K	<0.1%
MFS International Diversification	Mutual Funds	—	—	$17K	<0.1%
Fidelity Investments** Advisor Total Bond	Mutual Funds	—	—	$16K	<0.1%
Principal Real Estate Securities	Other securities	—	—	$11K	<0.1%
Franklin Templeton Investments Mid-Cap Value	Mutual Funds	—	—	$9K	<0.1%
JPMorgan Government Bond Fund	U.S. Treasuries	—	—	$4K	<0.1%