How big is Sun West Educational Credit UN's plan?

Sun West Educational Credit UN's plan reported $3.0M in assets and 28 participants for 2024.

Original filing (PDF)20250617165925NAL0004229266001

Sun West Educational Credit UN

Name: Sun West Educational Credit UN — Sunwest Educational, Form 5500 (2024)
Creator: Sun West Educational Credit UN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunwest Educational Credit UNI 401(k) Retirement Savings Plan

401(k) retirement plan · Sun West Educational Credit UN's Sunwest Educational Credit UNI 401(k) Retirement Savings Plan held $3.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Leslie Shepard signed Sun West Educational Credit UN's 2024 Form 5500 as plan administrator.

Leslie Shepard — 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 West Educational Credit UN's EIN is 84-0417233.

EIN 84-0417233

Plan number 002

Plan year 2024

ACK ID 20250617165925NAL0004229266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sun West Educational Credit UN's plan includes profit-sharing, 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 WEST EDUCATIONAL CREDIT UN.

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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