# Sun Life Family Health Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/sun-life-family-health-center-inc-403b-plan

> Sun Life Family Health Center, INC.'s 403(b) plan: 483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sun Life Family Health Center, INC.

- **Sponsor EIN:** 860296211

- **Sponsor Address:** P.O. BOX 10097, CASA GRANDE, AZ, 851300020

- **Plan Type:** 403(b)

- **Total Participants:** 483

- **Total Assets:** $19.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|483|$19.0M|$742,317|$1.8M|

| 2023|449|$16.2M|$576,619|$1.7M|

| 2022|408|$13.2M|$119,217|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$96,167|—|$96,167|

| CBIZ INVESTMENT ADVISORY SERVICES,|INVESTMENT ADVISORY|—|$45,925|$45,925|

| CBIZ BENEFITS & INSURANCE SERVICES|THIRD PARTY ADMIN|—|$7,820|$7,820|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $149,912

- **Estimated Expense Ratio:** 0.790% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$96,517|—|$96,517|—|—|

| 2023|$79,659|—|$79,659|—|—|

| 2022|$75,641|—|$75,491|—|$150|

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