# Anthony L Jordan Health Center INC DC Plan
Source: https://planprovider.pro/companies/anthony-l-jordan-health-center-inc-plan-001

> Anthony L Jordan Health Center INC's DC plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bonadio-and-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|—|—|

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