Original filing (PDF)20250520074145NAL0001784579001

UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION

Name: UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION — UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

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.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION.

Plan sponsor

Name

UTICA DISTRICT TELEPHONE EMPLOYEES FEDERAL CREDIT UNION

EIN

15-0614262all filings

Address

2812 GENESEE STREET · UTICA, NY · 135026118

Phone

(315) 724-5133

Industry

Finance & Insurancesee all

Plan administrator