How big is Sunrise Strategic Partners' plan?

Sunrise Strategic Partners' plan reported $1.9M in assets and 10 participants for 2024.

Original filing (PDF)20250924115923NAL0010543458001

Sunrise Strategic Partners

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Sunrise Strategic Partners held $1.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Michael Vanderford signed Sunrise Strategic Partners' 2024 Form 5500 as plan administrator.

Michael Vanderford — 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 Strategic Partners' EIN is 81-2766145.

EIN 81-2766145

Plan number 001

Plan year 2024

ACK ID 20250924115923NAL0010543458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sunrise Strategic Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 STRATEGIC PARTNERS.

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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