Original filing (PDF)20250829083236NAL0011166673001

SOUTHERN CHAUTAUQUA FEDERAL CREDIT UNION

Name: SOUTHERN CHAUTAUQUA FEDERAL CREDIT UNION — SOUTHERN CHAUTAUQUA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: SOUTHERN CHAUTAUQUA FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SOUTHERN CHAUTAUQUA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

/ 100

Grade B

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN CHAUTAUQUA FEDERAL CREDIT UNION.

Plan sponsor

Name

SOUTHERN CHAUTAUQUA FEDERAL CREDIT UNION

EIN