# Sun Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/sun-federal-credit-union-401k-plan

> Sun Federal Credit Union's 401(k) plan: 143 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

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

- **Sponsor EIN:** 341300434

- **Sponsor Address:** 1627 HOLLAND RD, MAUMEE, OH, 435371622

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

- **Total Participants:** 143

- **Total Assets:** $28.7M

## 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.|

| 2025|143|$28.7M|$0|$0|

| 2024|143|$27.0M|$0|$0|

| 2023|136|$24.2M|$0|$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|

| 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|

| 2025|$82,614|$26,905|$47,638|—|—|

| 2024|$73,460|$24,020|$42,234|—|—|

| 2023|$69,194|$22,481|$46,713|—|—|

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

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