Original filing (PDF)20250616145706NAL0000552419001

SECNY FEDERAL CREDIT UNION

Name: SECNY FEDERAL CREDIT UNION — SECNY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: SECNY FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SECNY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECNY FEDERAL CREDIT UNION.

Plan sponsor

Name

SECNY FEDERAL CREDIT UNION

EIN

23-7153176

Address

4727 WEST SENECA TURNPIKE · SYRACUSE, NY · 132152119

Phone

(315) 469-5599

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

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Related plans

Similar-size Finance & Insurance plans

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ALLEGENT COMMUNITY FEDERAL CREDIT UNION

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