Employers › Sunrise Senior Living
Recordkeeping fees per participant · Sunrise Senior Living 401(k) Plan · plan year 2024
$68.03
Higher than 75% of the 1,697 plans $250M to 1B that report it.
= $1,592,077 / 23,402
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819083058NAL0002095649001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819083058NAL0002095649001, received 2025-08-19
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-19.
Administrative expenses excluding investment management, per participant
$70.46
Higher than 54% of the 2,324 plans $250M to 1B that report it.
= $1,648,999 / 23,402
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819083058NAL0002095649001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819083058NAL0002095649001, received 2025-08-19
Administrative expenses per participant
$72.34
Higher than 39% of the 2,405 plans $250M to 1B that report it.
= $1,692,999 / 23,402
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819083058NAL0002095649001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819083058NAL0002095649001, received 2025-08-19
Administrative expenses as a share of assets
0.470%
Higher than 99% of the 2,407 plans $250M to 1B that report it.
= $1,692,999 / $360,105,590
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819083058NAL0002095649001, received 2025-08-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819083058NAL0002095649001, received 2025-08-19
Employer contributions per participant
$469
Higher than 3% of the 2,457 plans $250M to 1B that report it.
= $10,975,736 / 23,402
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819083058NAL0002095649001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819083058NAL0002095649001, received 2025-08-19
Employer share of total contributions
22.1%
Higher than 21% of the 2,459 plans $250M to 1B that report it.
= $10,975,736 / $49,712,532
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819083058NAL0002095649001, received 2025-08-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819083058NAL0002095649001, received 2025-08-19
Plan terms are described in Sunrise Senior Living, LLC's SEC filings: Form 10-K filed 2012-03-01. No term could be quoted from them with the required precision.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250819083058NAL0002095649001, received 2025-08-19
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SUNRISE SENIOR LIVING, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Plan name | SUNRISE SENIOR LIVING 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Sponsor EIN / plan number | 54-1746596 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Sponsor location | MCLEAN, VA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Industry (business code) | 623000, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Filing received | 2025-08-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Participants, beginning of year | 25,970 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Active participants | 18,934 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Participants, end of year | 25,515 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Participants with an account balance | 23,402 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Total assets, beginning of year | $333,311,609 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Total assets, end of year | $360,105,590 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Net assets, end of year | $360,105,590 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Total income | $78,928,881 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Net income | $26,793,981 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Employer contributions | $10,975,736 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Participant contributions | $34,313,848 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Other contributions (incl. rollovers) | $4,422,948 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Total contributions | $49,712,532 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Benefit payments | $49,858,190 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Total expenses (incl. benefit payments) | $52,134,900 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Total administrative expenses | $1,692,999 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Recordkeeping fees | $1,592,077 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| IQPA audit fees | $48,300 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Investment advisory and management fees | $44,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Administrative expenses excluding investment management | $1,648,999 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Held in common/collective trusts | $89,058,652 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Held in mutual funds | $33,772,584 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250819083058NAL0002095649001, received 2025-08-19 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250819083058NAL0002095649001, received 2025-08-19 |
Position = column in the DOL layout for form year 2024. Filing 20250819083058NAL0002095649001, received 2025-08-19.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $1,625,831 | yes |
| BAKER TILLY US LLP | AUDITOR | 10 Accounting (including auditing) | $48,300 | no |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $44,000 | no |
| HUNTON & WILLIAMS LLP | ATTORNEY | 29 Legal | $8,622 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250819083058NAL0002095649001, received 2025-08-19.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $333,311,609 | $360,105,590 | 8.0% |
| Participants with a balance | 23,258 | 23,402 | 0.6% |
| Administrative expenses | $1,729,382 | $1,692,999 | -2.1% |
| Recordkeeping fees per participant | not reported | $68.03 | |
| Employer contributions | $10,767,382 | $10,975,736 | 1.9% |
Prior filing 20241010134917NAL0034211296001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: SUNRISE SENIOR LIVING, LLC; SEC registrant: SUNRISE SENIOR LIVING INC (CIK 1011064, matched by EIN).