SUN CAPITAL ADVISORS, INC. 401(K) PLAN

Plan Contact

  • Address: 5200 TOWN CENTER CIRCLE, 4TH FLOOR,BOCA RATON,FL
  • Contact person: ERIN DECRISTO
  • Phone: (561) 394-0550

Plan General Information

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of SUN CAPITAL ADVISORS, INC. 401(K) PLAN is $19,260,382.00.This plan was established in 2022.

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in SUN CAPITAL ADVISORS, INC. 401(K) PLAN is 136

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for SUN CAPITAL ADVISORS, INC. 401(K) PLAN is $141,620.00

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for SUN CAPITAL ADVISORS, INC. 401(K) PLAN is $8,571.00.

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in SUN CAPITAL ADVISORS, INC. 401(K) PLAN is approximately $1,516.00
Investing in this additonal $1,516.00 for 20 years would give you extra $97,082.00, assuming a 10% annual return.

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, SUN CAPITAL ADVISORS, INC. 401(K) PLAN allocates $206,300.00 to match its employees' contributions, providing an employer match rate of 17.70% of their contributions

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of SUN CAPITAL ADVISORS, INC. 401(K) PLAN is 12.28%.

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for SUN CAPITAL ADVISORS, INC. 401(K) PLAN is 12.49%. This measures the effectiveness of the plan participants' investments in the year.

SUN CAPITAL ADVISORS, INC. 401(K) PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of SUN CAPITAL ADVISORS, INC. 401(K) PLAN is 0.20%.

Enrollment Features

SUN CAPITAL ADVISORS, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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