· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
YONKERS TEACHERS FEDERAL CREDIT UNI — YONKERS TEACHERS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522143116NAL0002784065001
YONKERS TEACHERS FEDERAL CREDIT UNI
Form 5500-SF
FILING_RECEIVED
YONKERS TEACHERS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
YONKERS TEACHERS FEDERAL CREDIT UNI
.
Find decision makers
Plan sponsor
Name
YONKERS TEACHERS FEDERAL CREDIT UNI
EIN
13-1739835
Address
1 EXECUTIVE BOULEVARD, SUITE 430 · YONKERS, NY · 107016823
Phone
(914) 376-7088
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
033
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
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
INDIANHEAD CREDIT UNION
INDIANHEAD CREDIT UNION CAPITAL ACCUMULATION PLAN
$1.8M · 17 participants
CREDIT UNION LEAGUE OF CONNECTICUT
CREDIT UNION LEAGUE OF CONNECTICUT CAPITAL ACCUMULATION PLAN
$1.8M · 8 participants
VOLT CREDIT UNION
VOLT CREDIT UNION 401(K) PLAN AND TRUST
$1.8M · 20 participants
CREDIT UNION OF RICHMOND
CREDIT UNION OF RICHMOND DEFINED BENEFIT PLAN AND TRUST
$1.7M · 6 participants
BAY SHORE CREDIT UNION
BAY SHORE CREDIT UNION 401(K) PLAN AND TRUST
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.
$1.8M · 8 participants
WINDTHORST FEDERAL CREDIT UNION
WINDTHORST FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
$1.7M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
