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Company:
Sunrise Foundation, Inc.
Plan:
Sunrise Foundation 403(b) Thrift Plan
 

Sunrise Foundation, Inc.

39 Plan: Sunrise Foundation 403(b) Thrift Plan

 
 
39
32
63
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 48 point difference between this plan's BrightScope Rating (39) and the top rated plan (87) could equate to:
[How is this calculated?]
22 additional years of work
Up to $338,300 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Sunrise Foundation 403(b) Thrift Plan is a defined contribution plan. This plan has a BrightScope Rating of 39. This plan is in the top 15% of plans for Investment Menu Quality. Sunrise Foundation 403(b) Thrift Plan currently has over 100 active participants and over $1.0M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 9211 Arlington Blvd
Fairfax, VA 22031-2501 
Industry Educational Services
Administrator Bobbie J. Bosley
Net Plan Assets $1,010,000
Total Participants 190
Avg Account Balance $5,400

 Compare Other Companies in Peer Group

Kipp Bay Area Schools 66.8
Abby Kelley Foster Regional... 49.5
Unitek Consulting Company 41.0
Delta Connection Academy 40.3
Zoni Group International, LLC 38.4
Spurwink R.I. 37.7

 Top 3 Funds in this 403b

1. Lincoln Financial Fixed Account 53%
2. Delaware Growth and Income 4%
3. American Funds Growth Fund of America 3%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Lincoln Financial
Administration Lincoln Financial
Auditor Hozick and Company, CPA

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