· 2022–2024 · DOL EFAST2

UNITED ROOSEVELT SAVINGS BANK — UNITED ROOSEVELT SAVINGS BANK 401(K) & PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250709131217NAL0004807537001

UNITED ROOSEVELT SAVINGS BANK

Form 5500-SF

FILING_RECEIVED

UNITED ROOSEVELT SAVINGS BANK 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

24

Accounts w/ balance

32

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED ROOSEVELT SAVINGS BANK.

Plan sponsor

Name

UNITED ROOSEVELT SAVINGS BANK

EIN

22-1239600

Address

11-15 COOKE AVE · CARTERET, NJ · 07008

Phone

(732) 802-7410

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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