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SUNRISE MECHANICAL, INC. — THE SUNRISE GROUP OF COMPANIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250617104802NAL0004044834001
SUNRISE MECHANICAL, INC.
Form 5500-SF
FILING_RECEIVED
THE SUNRISE GROUP OF COMPANIES 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
41
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUNRISE MECHANICAL, INC.
.
Find decision makers
Plan sponsor
Name
SUNRISE MECHANICAL, INC.
EIN
88-0306594
Address
7380 COMMERCIAL WAY · HENDERSON, NV · 89011
Phone
(702) 568-5500
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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L & O PLUMBING & HEATING, INC. DBA L & O MECHANICAL CONTRACTORS
L & O PLUMBING & HEATING, INC. SECTION 401(K) PLAN
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 12 participants
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