Retirement Income Plan
Sponsored by Sun Life Financial U.S. Services Company, Inc. · EIN 263730703 · Plan #001
- Total assets
- $253M
- Net assets
- $252M
- Active participants
- 295
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sun Life Assurance Co. Of Canada | Insurance services, Direct payment from the plan | $446,166 |
| Willis Towers Watson, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $83,576 |
| Pwc Us Tax Llp | Recordkeeping, Direct payment from the plan | $34,290 |