# Sun Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/sun-federal-credit-union-341300434-003

> Sun Federal Credit Union's DB plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sun Federal Credit Union

- **Sponsor EIN:** 341300434

- **Sponsor Address:** 1627 HOLLAND ROAD, MAUMEE, OH, 43537

- **Plan Type:** DB

- **Plan Number:** 003

- **Total Participants:** 121

- **Total Assets:** $24.8M

## 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|121|$24.8M|$0|$0|

| 2023|111|$22.6M|$0|$0|

| 2022|105|$21.8M|$200,000|$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|

| CMFG LIFE INSURANCE COMPANY|Recordkeeper|$43,604|—|$43,604|

### 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) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,604

- **Estimated Expense Ratio:** 0.176% 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|$43,604|—|$37,063|—|—|

| 2023|$39,035|—|$33,180|—|—|

| 2022|$41,994|—|$41,994|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sun-federal-credit-union-341300434-003)

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