· 2022–2024 · DOL EFAST2

RT FEDERAL CREDIT UNION — ROME TEACHERS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)

Original filing (PDF)20250523104621NAL0010211890001

RT FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

ROME TEACHERS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

11

Accounts w/ balance

8

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

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

58

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 RT FEDERAL CREDIT UNION.

Plan sponsor

Name

RT FEDERAL CREDIT UNION

EIN

15-0626033all filings

Address

924 TURIN STREET · ROME, NY · 134402353

Phone

(315) 336-7810

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

2025-05-23

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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GP LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

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WESTMORELAND WATER FEDERAL CREDIT UNION

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$284K · 3 participants

PORT OF HOUSTON CREDIT UNION

PORT OF HOUSTON CREDIT UNION CAPITAL ACCUMULATION PLAN

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MAUI FEDERAL CREDIT UNION

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