# San Diego County Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/san-diego-county-credit-union-401k-plan

> San Diego County Credit Union's 401(k) plan: 833 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Diego County Credit Union

- **Sponsor EIN:** 951184903

- **Sponsor Address:** 6545 SEQUENCE DRIVE, SAN DIEGO, CA, 92121

- **Plan Type:** 401(k)

- **Total Participants:** 833

- **Total Assets:** $110.4M

## 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|833|$110.4M|$2.9M|$5.1M|

| 2023|866|$97.3M|$3.0M|$5.1M|

| 2022|869|$83.9M|$2.9M|$4.8M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$54,739|—|$54,739|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,739

- **Estimated Expense Ratio:** 0.050% 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|$68,375|—|$68,375|—|—|

| 2023|$42,186|—|$42,186|—|—|

| 2022|$35,209|—|$35,209|—|—|

## Similar Plans

- [Patelco Credit Union](https://planprovider.pro/companies/patelco-credit-union-401k-plan) — 846 participants

- [Redwood Credit Union](https://planprovider.pro/companies/redwood-credit-union-401k-plan) — 912 participants

- [Wescom Central Credit Union](https://planprovider.pro/companies/wescom-central-credit-union-401k-plan) — 972 participants

- [Kinecta Federal Credit Union](https://planprovider.pro/companies/kinecta-federal-credit-union-401k-plan) — 690 participants

- [Safe Credit Union](https://planprovider.pro/companies/safe-credit-union-401k-plan) — 684 participants

- [Misson Federal Credit Union](https://planprovider.pro/companies/mission-federal-credit-union-401k-plan) — 625 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-diego-county-credit-union-401k-plan)

© 2026 PlanProvider.Pro