· 2022–2024 · DOL EFAST2

1199 SEIU FEDERAL CREDIT UNION — 1199 SEIU FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)

Original filing (PDF)20250428091024NAL0007921603001

1199 SEIU FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

1199 SEIU FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

12

Accounts w/ balance

7

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

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

57

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

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 1199 SEIU FEDERAL CREDIT UNION.

Plan sponsor

Name

1199 SEIU FEDERAL CREDIT UNION

EIN

13-3377275all filings

Address

498 7TH AVE FL 2 · NEW YORK, NY · 100186708

Phone

(212) 957-1055

Industry

Finance & Insurancesee 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

2025-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MULTI-STATES CREDIT UNION

MERCY CREDIT UNION MONEY PURCHASE PLAN AND TRUST

$294K · 3 participants

ERIE COUNTY EMPLOYEES CREDIT UNION

ERIE COUNTY EMPLOYEES CREDIT UNION CAPITAL ACCUMULATION PLAN

$296K · 4 participants

SUNY FREDONIA FEDERAL CREDIT UNION

SUNY FREDONIA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

$296K · 6 participants

FORT DODGE FAMILY CREDIT UNION

FORT DODGE FAMILY CREDIT UNION BASIC 401(K) PLAN AND TRUST

$296K · 14 participants

HOLY ROSARY CREDIT UNION

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.