How big is Sun Credit Union's plan?

Sun Credit Union's plan reported $3.4M in assets and 14 participants for 2024.

Original filing (PDF)20250409105047NAL0012144963001

Sun Credit Union

Name: Sun Credit Union — Sun Credit Union 401(k) Plan, Form 5500 (2024)
Creator: Sun Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Credit Union 401(k) Plan

401(k) retirement plan · Sun Credit Union's Sun Credit Union 401(k) Plan held $3.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Patrick J. Mason signed Sun Credit Union's 2024 Form 5500 as plan administrator.

Patrick J. Mason — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sun Credit Union's EIN is 59-0904715.

EIN 59-0904715

Plan number 001

Plan year 2024

ACK ID 20250409105047NAL0012144963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sun Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sun Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUN CREDIT UNION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SUN CREDIT UNION

EIN

all filings

Address

4205 HOLLYWOOD BLVD. · HOLLYWOOD, FL · 33021

Phone

(954) 967-4441

Industry

Finance & Insurance

Plan administrator