Plan Snapshot
- Plan Sponsor: Soarion Federal Credit Union
- Sponsor EIN: 741181644
- Sponsor Address: 1560 CABLE RANCH ROAD SUITE 200, SAN ANTONIO, TX, 782452143
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $2.7M | $406,474 | $295,416 |
| 2023 | 114 | $2.5M | $0 | $221,306 |
| 2022 | 96 | $2.3M | $0 | $225,117 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,588 | $2,386 | $3,964 | — | — |
| 2023 | $4,341 | $1,993 | $2,149 | — | — |
| 2022 | $5,808 | $2,673 | $3,135 | — | — |