Plan Snapshot
- Plan Sponsor: Sun East Federal Credit Union
- Sponsor EIN: 231442032
- Sponsor Address: 4500 PENNELL ROAD, ASTON, PA, 190141862
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $13.0M
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 | 138 | $13.0M | $461,209 | $744,810 |
| 2023 | 149 | $11.6M | $490,188 | $756,123 |
| 2022 | 142 | $9.2M | $404,635 | $611,405 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $43,703 | $9,869 | $28,899 | — | — |
| 2023 | $35,975 | $8,181 | $23,703 | — | — |
| 2022 | $33,255 | $7,689 | $25,566 | — | — |