Original filing (PDF)20250709113350NAL0002808547001

TONAWANDA VALLEY FEDERAL CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

TONAWANDA VALLEY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 TONAWANDA VALLEY FEDERAL CREDIT UNION.

Plan sponsor

Name

TONAWANDA VALLEY FEDERAL CREDIT UNION

EIN

16-1058885

Address

PO BOX 398 · BATAVIA, NY · 140210398

Phone

(585) 343-5627

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

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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