· 2022–2024 · DOL EFAST2

SOUTHERN TIER LIBRARY SYSTEM — SOUTHERN TIER LIBRARY SYSTEM 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250611090711NAL0012133795001

SOUTHERN TIER LIBRARY SYSTEM

Form 5500-SF

FILING_RECEIVED

SOUTHERN TIER LIBRARY SYSTEM 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

26

Accounts w/ balance

1

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

Plan health score

Above-average plan

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

38

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

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 SOUTHERN TIER LIBRARY SYSTEM.

Plan sponsor

Name

SOUTHERN TIER LIBRARY SYSTEM

EIN

16-0836935

Address

9424 SCOTT RD · PAINTED POST, NY · 14870

Phone

(607) 962-3141

Industry

Information / Tech / Mediasee 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

2025-06-11

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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