Original filing (PDF)20250219072722NAL0002870451001

O & R UTILITIES EFCU

Name: O & R UTILITIES EFCU — O & R UTILITIES EFCU EMPLOYEES SAVINGS TRUST, Form 5500 (2024)
Creator: O & R UTILITIES EFCU

Form 5500-SF

FILING_RECEIVED

O & R UTILITIES EFCU EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O & R UTILITIES EFCU.

Plan sponsor

Name

O & R UTILITIES EFCU

EIN

13-3048834all filings

Address

14 TALMADGE COURT · MONROE, NY · 10950

Phone

(845) 863-6532

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-19

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)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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