Original filing (PDF)20260127074910NAL0002242257001

UNITED ROOSEVELT SAVINGS BANK

Name: UNITED ROOSEVELT SAVINGS BANK — THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK, Form 5500 (2024)
Creator: UNITED ROOSEVELT SAVINGS BANK

Form 5500-SF

FILING_RECEIVED

THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score

/ 100

Grade C

Average plan with room to improve

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 UNITED ROOSEVELT SAVINGS BANK.

Plan sponsor

Name

UNITED ROOSEVELT SAVINGS BANK

EIN