Plan Ledger DOL Form 5500 · updated monthly

Sun East Federal Credit Union401(k)

SUN EAST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST · ASTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.36%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Sun East Federal Credit Union reported $43,703 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,342 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.34% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Pennsylvania (2,021st of 3,651), and 3,688th of 4,798 in finance & insurance. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,961,349
Participants with balances209
Active participants138
Employer contributions$461,209
Employee contributions$744,810
Employer contribution per active participant$3,342
Average account balance$62,016
Benefits paid to participants$1,161,796
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 209 accts · $461K emplr
2023$11.6M · 227 accts · $490K emplr
2022$9.2M · 224 accts · $405K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,834
Investment management$9,869
Total administrative$43,703
The Sun East Federal Credit Union 401(k) match · 2024
Employer contribution per active participant$3,342
Median for plans this size$2,416
2024$3,342 per active participant
2023$3,290 per active participant
2022$2,850 per active participant

Sun East Federal Credit Union's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$33,834
MEMBERS CAPITAL ADVISORS, INC. · Investment advisory (plan)$9,869

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TruStage (CUNA Mutual)
2023TruStage (CUNA Mutual)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,703 · 0.36%
2023$35,975 · 0.34%
2022$33,255 · 0.34%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Kismet Peo, LLC PA$13.8M · 0.39%
Allied Mortgage Group, Inc. PA$13.2M · 0.48%
R&Q Solutions PA$13.1M · 0.18%
Woodlands Bank PA$11.7M · 0.28%
Infirst Bank PA$11.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231442032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.