Original filing (PDF)20250609060200NAL0013996401001

ORGANIZATION OF ANCILLARY SERVICE

Name: ORGANIZATION OF ANCILLARY SERVICE — ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA INC., DC, Form 5500 (2024)
Creator: ORGANIZATION OF ANCILLARY SERVICE

Form 5500-SF

FILING_RECEIVED

ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA INC., DC

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 ORGANIZATION OF ANCILLARY SERVICE.

Plan sponsor

Name

ORGANIZATION OF ANCILLARY SERVICE

EIN

15-0589897

Address

HUNT UNION 108 RAVINE PARKWAY · ONEONTA, NY · 13820

Phone

(607) 436-3352

Industry

Educational Servicessee all

Plan administrator

Name

ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA, INC.

EIN

15-0589897

City

ONEONTA, NY

Phone

(607) 436-3352

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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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