Original filing (PDF)20250213121617NAL0022071537001

SUNY FREDONIA FEDERAL CREDIT UNION

Name: SUNY FREDONIA FEDERAL CREDIT UNION — SUNY FREDONIA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUNY FREDONIA FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SUNY FREDONIA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNY FREDONIA FEDERAL CREDIT UNION.

Plan sponsor

Name

SUNY FREDONIA FEDERAL CREDIT UNION

EIN

16-1077996all filings

Address

G139 WILLIAMS CENTER · FREDONIA, NY · 14063

Phone

(716) 673-3585

Industry

Finance & Insurancesee all

Plan administrator