Sunrise Senior Living 401(k) Plan
Sponsored by Sunrise Senior Living, Llc · EIN 541746596 · Plan #001
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 18,934
- With balances
- 23,402
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $1,625,831 |
| Baker Tilly Us Llp | Accounting | $48,300 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $44,000 |
| Hunton & Williams Llp | Legal | $8,622 |