Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN | 401k | $47.9M | 187 | 2024 | |
| 002 | SAI CONSULTING ENGINEERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.0M | 133 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAI CONSULTING ENGINEERS, INC. SAI CONSULTING ENGINEERS HEALTH AND WEALTHFARE | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $138K | 145 | 2025 |