Original filing (PDF)20250616164442NAL0000601155001

COOP. DE AHORRO Y CREDITO ROOSEVELT ROADS

Name: COOP. DE AHORRO Y CREDITO ROOSEVELT ROADS — COOP. DE AHORRO Y CREDITO ROOSEVELT ROADS SALARY DEFERRAL RETIREMENT PLAN 1081.01D, Form 5500 (2024)
Creator: COOP. DE AHORRO Y CREDITO ROOSEVELT ROADS

Form 5500-SF

FILING_RECEIVED

COOP. DE AHORRO Y CREDITO ROOSEVELT ROADS SALARY DEFERRAL RETIREMENT PLAN 1081.01D

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOP. DE AHORRO Y CREDITO ROOSEVELT ROADS.

Plan sponsor

Name

COOP. DE AHORRO Y CREDITO ROOSEVELT ROADS

EIN

66-0226689

Address

PO BOX 31 · FAJARDO, PR · 007380031

Phone

(787) 863-3045

Industry

Finance & Insurancesee all

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

2025-06-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

COMMUNITY SOUTH CREDIT UNION

COMMUNITY SOUTH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$2.2M · 10 participants

HOTEL AND TRAVEL INDUSTRY FEDERAL CREDIT UNION

HOTEL AND TRAVEL INDUSTRY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$2.2M · 7 participants

SCOTT & WHITE EMPLOYEES CREDIT UNION

SCOTT & WHITE EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$2.2M · 11 participants

GRASSLANDS FEDERAL CREDIT UNION

GRASSLANDS FEDERAL CREDIT UNION 401(K) PLAN

$2.2M · 18 participants