Original filing (PDF)20250409105047NAL0012144963001

SUN CREDIT UNION

Name: SUN CREDIT UNION — SUN CREDIT UNION 401(K) PLAN, Form 5500 (2024)
Creator: SUN CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SUN CREDIT UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN CREDIT UNION.

Plan sponsor

Name

SUN CREDIT UNION

EIN

59-0904715

Address

4205 HOLLYWOOD BLVD. · HOLLYWOOD, FL · 33021

Phone

(954) 967-4441

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MEMBERS FIRST CREDIT UNION OF FLORIDA

MEMBERS FIRST CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST

$3.4M · 13 participants

AMERICHOICE FEDERAL CREDIT UNION

AMERICHOICE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$3.4M · 57 participants

MISSISSIPPI CREDIT UNION LEAGUE, INC.

MISSISSIPPI CREDIT UNION LEAGUE, INC. 401(K) PLAN AND TRUST

$3.4M · 2 participants

ESL FEDERAL CREDIT UNION

ESL FEDERAL CREDIT UNION PENSION PLAN

$3.5M

LONE STAR CREDIT UNION