Original filing (PDF)20250529134000NAL0019605698001

ULSTER FEDERAL CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

ULSTER FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ULSTER FEDERAL CREDIT UNION

EIN

23-7447488

Address

127 SCHWENK DRIVE · KINGSTON, NY · 124012941

Phone

(845) 339-5544

Industry