Plan Snapshot
- Plan Sponsor: Sun Life Financial U.S. Services Company, INC.
- Sponsor EIN: 263730703
- Sponsor Address: ONE SUN LIFE EXECUTIVE PARK, WELLESLEY HILLS, MA, 02481
- Plan Type: DB
- Total Participants: 295
- Total Assets: $252.6M
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. |
|---|---|---|---|---|
| 2024 | 295 | $252.6M | $0 | $0 |
| 2023 | 310 | $270.6M | $0 | $0 |
| 2022 | 319 | $274.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| SUN LIFE ASSURANCE CO. OF CANADA | AFFILIATE | $446,166 | — | $446,166 |
| WILLIS TOWERS WATSON, LLC | ACTUARY | $83,576 | — | $83,576 |
| PWC US TAX LLP | ADMINISTRATOR | $34,290 | — | $34,290 |
| DELOITTE & TOUCHE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUN LIFE ASSURANCE CO. OF CANADA — AFFILIATE
- WILLIS TOWERS WATSON, LLC — ACTUARY
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $564,032
- Estimated Expense Ratio: 0.223% 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 | $783,303 | $446,166 | — | — | — |
| 2023 | $784,861 | $448,717 | — | — | — |
| 2022 | $812,661 | $520,859 | $1,251 | — | $89,559 |