How big is Cazenovia Recovery Systems, in's plan?

Cazenovia Recovery Systems, in's plan reported $2.7M in assets and 183 participants for 2024.

Original filing (PDF)20251008123342NAL0003281763001

Cazenovia Recovery Systems, in

Name: Cazenovia Recovery Systems, in — 401(k) Profit, Form 5500 (2024)
Creator: Cazenovia Recovery Systems, in
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc.

401(k) retirement plan · Cazenovia Recovery Systems, in's 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. held $2.7M in plan assets for 183 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Late participant contributions

Active participants

183

Accounts w/ balance

290

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Jennifer Leumer signed Cazenovia Recovery Systems, in's 2024 Form 5500 as plan administrator.

Jennifer Leumer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cazenovia Recovery Systems, in's EIN is 22-2314610.

EIN 22-2314610

Plan number 001

Plan year 2024

ACK ID 20251008123342NAL0003281763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cazenovia Recovery Systems, in from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cazenovia Recovery Systems, in's plan includes a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAZENOVIA RECOVERY SYSTEMS, IN.

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 295K (53% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

CAZENOVIA RECOVERY SYSTEMS, IN

EIN

all filings

Address

2495 MAIN ST STE 417 · BUFFALO, NY · 142142152

Phone

(716) 852-4331

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$4K	—

Investments

29 direct securities · 1 pooled fund· $4.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$2.4M

1 holding

Pooled Separate Accounts

$2.4M

28 holdings

Other securities

$128K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$2.4M	90.3%
Mutual of America Clear Passage 2050 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$442K	16.6%
Mutual of America Clear Passage 2035 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$367K	13.8%
Mutual of America Clear Passage 2045 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$218K	8.2%
Mutual of America Clear Passage 2055 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$197K	7.4%
Mutual of America Clear Passage 2025 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$180K	6.8%
T. Rowe Price Blue Chip Growth Portfolio Separate Account Fund	Pooled Separate Accounts	—	—	$176K	6.6%
Mutual of America Clear Passage 2030 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$164K	6.2%
Mutual of America Interest Accumulation Account General Account fund	Other securities	—	—	$128K	4.8%
Calvert VP SRI Balanced Portfolio Separate Account Fund	Pooled Separate Accounts	—	—	$100K	3.8%
Mutual of America Equity Index Fund Separate Account Fund	Pooled Separate Accounts	—	—	$82K	3.1%
Mutual of America Clear Passage 2060 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$81K	3.1%
Mutual of America Retirement Income Fund Separate Account Fund	Pooled Separate Accounts	—	—	$78K	2.9%
Mutual of America Clear Passage 2040 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$71K	2.7%
Mutual of America Clear Passage 2065 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$43K	1.6%
Mutual of America Conservative Allocation Fund Separate Account Fund	Pooled Separate Accounts	—	—	$34K	1.3%
Mutual of America Clear Passage 2020 Fund Separate Account Fund	Pooled Separate Accounts	—	—	$32K	1.2%
Vanguard VIF International Portfolio Separate Account Fund	Pooled Separate Accounts	—	—	$31K	1.2%
Delaware VIP Small Cap Value Series Separate Account Fund	Pooled Separate Accounts	—	—	$20K	0.7%
Victory RS Small Cap Growth Equity VIP Series Separate Account Fund	Pooled Separate Accounts	—	—	$17K	0.6%
Mutual of America All America Fund Separate Account Fund	Pooled Separate Accounts	—	—	$14K	0.5%
Fidelity VIP Contrafund Portfolio Separate Account Fund	Pooled Separate Accounts	—	—	$13K	0.5%
DWS Capital Growth VIP Separate Account Fund	Pooled Separate Accounts	—	—	$9K	0.3%
Invesco V.I. Main Street Fund Separate Account Fund	Pooled Separate Accounts	—	—	$6K	0.2%
American Century Investments VP Capital Appreciation Fund Separate Account Fund	Pooled Separate Accounts	—	—	$6K	0.2%
Vanguard VIF Diversified Value Portfolio Separate Account Fund	Pooled Separate Accounts	—	—	$5K	0.2%
Mutual of America Moderate Allocation Fund Separate Account Fund	Pooled Separate Accounts	—	—	$2K	<0.1%
Mutual of America Small Cap Growth Fund Separate Account Fund	Pooled Separate Accounts	—	—	$1K	<0.1%
PIMCO VIT Real Return Portfolio Separate Account Fund	Pooled Separate Accounts	—	—	$1K	<0.1%
Mutual of America Small Cap Equity Index Fund Separate Account Fund	Pooled Separate Accounts	—	—	$1K	<0.1%