# Sunrise Senior Living, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sunrise-senior-living-401k-plan

> Sunrise Senior Living, LLC's 401(k) plan: 18,934 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunrise Senior Living, LLC

- **Sponsor EIN:** 541746596

- **Sponsor Address:** 7902 WESTPARK DRIVE, MCLEAN, VA, 221024202

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

- **Total Participants:** 18,934

- **Total Assets:** $360.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|18,934|$360.1M|$11.0M|$34.3M|

| 2023|18,483|$333.3M|$10.8M|$35.2M|

| 2022|19,826|$289.6M|$10.5M|$33.2M|

## 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|

| BAKER TILLY US, LLP|Auditor|$48,300|—|$48,300|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,300

- **Estimated Expense Ratio:** 0.013% 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|$1,692,999|$44,000|—|$48,300|—|

| 2023|$1,729,382|$11,000|$1,642,794|$28,980|—|

| 2022|$1,640,097|$22,000|$1,547,972|—|$58,250|

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