· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUN WEST EDUCATIONAL CREDIT UN — SUNWEST EDUCATIONAL CREDIT UNI 401K RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250617165925NAL0004229266001
SUN WEST EDUCATIONAL CREDIT UN
Form 5500-SF
FILING_RECEIVED
SUNWEST EDUCATIONAL CREDIT UNI 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
30
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUN WEST EDUCATIONAL CREDIT UN
.
Find decision makers
Plan sponsor
Name
SUN WEST EDUCATIONAL CREDIT UN
EIN
84-0417233
Address
4141 SOVEREIGN CIRCLE · PUEBLO, CO · 81005
Phone
(719) 560-1604
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
2E · Profit-sharing
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CORE CREDIT UNION
CORE CREDIT UNION 401(K) PLAN AND TRUST
$3.0M · 39 participants
OMAHA FEDERAL CREDIT UNION
OMAHA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$3.0M · 16 participants
VA DESERT PACIFIC FEDERAL CREDIT UNION
VA DESERT PACIFIC FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
$3.0M · 16 participants
ROCK VALLEY CREDIT UNION
ROCK VALLEY CREDIT UNION 401(K) PLAN AND TRUST
$3.0M · 48 participants
TENDTO CREDIT UNION
TENDTO CREDIT UNION 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 30 participants
UNITED COMMUNITY CREDIT UNION
UNITED COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
$3.0M · 39 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
