# Sun Life Financial U.S. Services Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sun-life-financial-u-s-services-company-inc-263730703-514

> Sun Life Financial U.S. Services Company, INC.'s 401(k) plan: 5,722 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 Financial U.S. Services Company, INC.

- **Sponsor EIN:** 263730703

- **Sponsor Address:** 96 WORCESTER STREET, WELLESLEY, MA, 02481

- **Plan Type:** 401(k)

- **Plan Number:** 514

- **Total Participants:** 5,722

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|5,722|$0|$0|$0|

| 2024|5,549|$0|$0|$0|

| 2023|5,589|$0|$0|$0|

| 2022|3,562|$0|$0|$0|

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