# Soarion Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/air-force-federal-credit-union-plan-002

> Soarion Federal Credit Union's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

## Similar Plans

- [Southwest Airlines Federal Credit Union](https://planprovider.pro/companies/southwest-airlines-federal-credit-union-401k-plan) — 111 participants

- [Texas Tech Federal Credit Union](https://planprovider.pro/companies/texas-tech-federal-credit-union-plan-001) — 113 participants

- [Abilene Teachers Federal Credit Union](https://planprovider.pro/companies/abilene-teachers-federal-credit-union-plan) — 118 participants

- [City Credit Union](https://planprovider.pro/companies/city-credit-union-401k-plan-002-2281) — 102 participants

- [City Credit Union](https://planprovider.pro/companies/city-credit-union-plan-001-2281) — 100 participants

- [My Community Credit Union](https://planprovider.pro/companies/my-community-credit-union-401k-plan) — 99 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/air-force-federal-credit-union-plan-002)

© 2026 PlanProvider.Pro