# Soarion Credit Union DB Plan
Source: https://planprovider.pro/companies/air-force-federal-credit-union-plan-001

> Soarion Credit Union's DB plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Soarion Credit Union

- **Sponsor EIN:** 741181644

- **Sponsor Address:** 1560 CABLE RANCH RD STE 200, SAN ANTONIO, TX, 78245

- **Plan Type:** DB

- **Total Participants:** 35

- **Total Assets:** $24.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|35|$24.2M|$0|$0|

| 2023|57|$22.3M|$0|$0|

| 2022|70|$20.6M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MEMBERS CAPITAL ADVISORS, INC.|NONE|$18,865|—|$18,865|

| CMFG LIFE INSURANCE COMPANY|NONE|$5,273|—|$5,273|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CMFG LIFE INSURANCE COMPANY](https://planprovider.pro/provider/trustage) — NONE

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,138

- **Estimated Expense Ratio:** 0.100% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$24,138|$18,865|$3,387|—|—|

| 2023|$19,147|$15,956|$1,596|—|—|

| 2022|$24,293|$15,848|$8,445|—|—|

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