How big is Bay Shore Credit Union's plan?

Bay Shore Credit Union's plan reported $2.0M in assets and 9 participants for 2025.

Original filing (PDF)20260513092143NAL0006689539001

Bay Shore Credit Union

Name: Bay Shore Credit Union — Bay Shore Credit Union, Form 5500 (2025)
Creator: Bay Shore Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bay Shore Credit Union 401(k) Plan and Trust

401(k) retirement plan · Bay Shore Credit Union's Bay Shore Credit Union 401(k) Plan and Trust held $2.0M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Vicki Carviou signed Bay Shore Credit Union's 2025 Form 5500 as plan administrator.

Vicki Carviou — 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

Bay Shore Credit Union's EIN is 39-0963263.

EIN 39-0963263

Plan number 002

Plan year 2025

ACK ID 20260513092143NAL0006689539001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bay Shore Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bay Shore Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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).

Plan sponsor

Name

BAY SHORE CREDIT UNION

EIN

all filings

Address

PO BOX 655 · MARINETTE, WI · 541430655

Phone

(715) 732-0065

Industry

Finance & Insurance

Plan administrator