Original filing (PDF)20230509100215NAL0038729760001

CORE FEDERAL CREDIT UNION

Name: CORE FEDERAL CREDIT UNION — CORE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2022)
Creator: CORE FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

CORE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CORE FEDERAL CREDIT UNION

EIN

16-6043712

Address

7200 KIRKVILLE ROAD · EAST SYRACUSE, NY · 13057

Phone

(315) 656-8220

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

033

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-29

Filed

2023-05-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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