Plan Snapshot
- Plan Sponsor: Anthony L Jordan Health Center INC
- Sponsor EIN: 160977295
- Sponsor Address: 82 HOLLAND ST, ROCHESTER, NY, 146052131
- Plan Type: DC
- Total Participants: 219
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $13.2M | $1.1M | $691,560 |
| 2023 | 224 | $11.9M | $533,994 | $704,330 |
| 2022 | 245 | $10.5M | $571,434 | $759,053 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BONADIO & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $109,754 | $91,123 | $18,631 | — | — |
| 2023 | $100,373 | $82,342 | $16,764 | — | — |
| 2022 | $100,930 | $81,692 | $16,290 | — | — |