Sun Advantage Savings And Investment Plan
Sponsored by Sun Life Financial U.S. Services Company, Inc. · EIN 263730703 · Plan #005
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 5,991
- With balances
- 8,029
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors | Investment advisory (participants) | $1,019,443 |
| Voya Institutional Plan Services | Participant loan processing, Recordkeeping fees, Other investment fees and expenses | $235,984 |