Original filing (PDF)20250520155033NAL0001237201001

COOPERATIVA DE AHORRO Y CREDITO SAN JOSE

Name: COOPERATIVA DE AHORRO Y CREDITO SAN JOSE — COOP. A/C SAN JOSE SALARY DEFERRAL RETIREMENT PLAN 1081. 01D, Form 5500 (2024)
Creator: COOPERATIVA DE AHORRO Y CREDITO SAN JOSE

Form 5500-SF

FILING_RECEIVED

COOP. A/C SAN JOSE SALARY DEFERRAL RETIREMENT PLAN 1081. 01D

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score

/ 100

Grade B

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. 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 COOPERATIVA DE AHORRO Y CREDITO SAN JOSE.

Plan sponsor

Name

COOPERATIVA DE AHORRO Y CREDITO SAN JOSE

EIN