Original filing (PDF)20250821110758NAL0007832978001

SELF RELIANCE NEW YORK FEDERAL CREDIT UNION

Name: SELF RELIANCE NEW YORK FEDERAL CREDIT UNION — SELF RELIANCE NEW YORK FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST, Form 5500 (2024)
Creator: SELF RELIANCE NEW YORK FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SELF RELIANCE NEW YORK FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELF RELIANCE NEW YORK FEDERAL CREDIT UNION.

Plan sponsor

Name

SELF RELIANCE NEW YORK FEDERAL CREDIT UNION

EIN

13-5617009

Address

108 2ND AVE · NEW YORK, NY · 100038302

Phone

(212) 473-7310

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

2025-08-21

Pension benefit codes

2C · Money purchase (other than target benefit)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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