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

> Sun Life Financial U.S. Services Company, INC.'s 401(k) plan: 5,991 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:** ONE SUN LIFE PARK, WELLESLEY HILLS, MA, 024815615

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

- **Total Participants:** 5,991

- **Total Assets:** $1.8B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|5,991|$1.8B|$55.6M|$51.1M|

| 2023|5,996|$1.5B|$51.9M|$46.9M|

| 2022|3,900|$1.3B|$34.9M|$32.0M|

## 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|

| VOYA RETIREMENT ADVISORS|CONTRACTUAL|$1,019,443|—|$1,019,443|

| VOYA INSTITUTIONAL PLAN SERVICES|RECORD KEEPER|$235,984|—|$235,984|

| DELOITTE & TOUCHE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VOYA RETIREMENT ADVISORS](https://planprovider.pro/provider/voya-financial) — CONTRACTUAL

- [DELOITTE & TOUCHE](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,255,427

- **Estimated Expense Ratio:** 0.071% 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|$1,255,427|$1,019,443|$25,850|—|—|

| 2023|$1,039,256|$813,024|$30,000|—|—|

| 2022|$949,905|—|—|—|$949,905|

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