Original filing (PDF)20250910101829NAL0013099619001

SOUTHERN TIER ASSOCIATION FOR THE VISUALLY IMPAIRED, INC.

Name: SOUTHERN TIER ASSOCIATION FOR THE VISUALLY IMPAIRED, INC. — STAVI SAVINGS AND INVESTMENT PLAN, Form 5500 (2024)
Creator: SOUTHERN TIER ASSOCIATION FOR THE VISUALLY IMPAIRED, INC.

Form 5500-SF

FILING_RECEIVED

STAVI SAVINGS AND INVESTMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 SOUTHERN TIER ASSOCIATION FOR THE VISUALLY IMPAIRED, INC..

Plan sponsor

Name

SOUTHERN TIER ASSOCIATION FOR THE VISUALLY IMPAIRED, INC.

EIN

16-0743993

Address

719 LAKE ST. · ELMIRA, NY · 14901

Phone

(607) 734-1554

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-10

Pension benefit codes

2E · Profit-sharing

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

—

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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