Original filing (PDF)20251010144817NAL0018871090001

ONTARIO MONTCLAIR SCHOOL EFCU

Name: ONTARIO MONTCLAIR SCHOOL EFCU — ONTARIO MONTCLAIR SCHOOL EFCU CASH BALANCE DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: ONTARIO MONTCLAIR SCHOOL EFCU

Form 5500-SF

FILING_RECEIVED

ONTARIO MONTCLAIR SCHOOL EFCU CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONTARIO MONTCLAIR SCHOOL EFCU.

Plan sponsor

Name

ONTARIO MONTCLAIR SCHOOL EFCU

EIN

95-2239864

Address

PO BOX 1697 · ONTARIO, CA · 91762

Phone

(909) 983-1959

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

FORT BILLINGS FEDERAL CREDIT UNION

FORT BILLINGS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$2.3M · 19 participants

GLASS CITY FEDERAL CREDIT UNION

GLASS CITY FEDERAL CREDIT UNION RETIREMENT SAVINGS FUND

$2.3M · 45 participants

WYMAR FEDERAL CREDIT UNION

WYMAR FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$2.3M · 16 participants

GRANCO FEDERAL CREDIT UNION

GRANCO FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$2.3M · 17 participants

POSTCITY FINANCIAL CREDIT UNION