# Sunwest Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/sunwest-federal-credit-union-plan

> Sunwest Federal Credit Union's DB plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 860097752

- **Sponsor Address:** 5323 N 99TH AVE, GLENDALE, AZ, 85305

- **Plan Type:** DB

- **Total Participants:** 88

- **Total Assets:** $14.7M

## 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|88|$14.7M|$0|$0|

| 2023|88|$17.7M|$0|$0|

| 2022|90|$18.9M|$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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$85,109|$38,752|—|—|—|

| 2023|$81,837|$47,171|—|—|—|

| 2022|$101,416|—|—|—|$89,888|

## Similar Plans

- [Tucson Federal Credit Union](https://planprovider.pro/companies/tucson-federal-credit-union-plan-001) — 87 participants

- [Avenir Financial Federal Credit Union](https://planprovider.pro/companies/a-e-a-federal-credit-union-401k-plan) — 96 participants

- [Pima Federal Credit Union](https://planprovider.pro/companies/pima-federal-credit-union-plan-001) — 103 participants

- [First Credit Union](https://planprovider.pro/companies/first-credit-union-plan-002) — 104 participants

- [Credit Union West](https://planprovider.pro/companies/credit-union-west-plan-022) — 54 participants

- [Pima Federal Credit Union](https://planprovider.pro/companies/pima-federal-credit-union-401k-plan) — 124 participants

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

© 2026 PlanProvider.Pro