# Conifer Realty LLC 401(k) Plan
Source: https://planprovider.pro/companies/conifer-realty-llc-401k-plan

> Conifer Realty LLC's 401(k) plan: 520 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conifer Realty LLC

- **Sponsor EIN:** 161595525

- **Sponsor Address:** 1000 UNIVERSITY AVENUE, ROCHESTER, NY, 14607

- **Plan Type:** 401(k)

- **Total Participants:** 520

- **Total Assets:** $24.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|520|$24.6M|$511,508|$2.6M|

| 2023|509|$23.0M|$0|$2.3M|

| 2022|496|$19.8M|$511,980|$2.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$77,838|—|$77,838|

| UBS FINANCIAL SERVICES INC|ADVISOR|$58,007|—|$58,007|

| SALMIN, ET AL|ACCOUNTANT/AUDITOR|$10,500|—|$10,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [SALMIN, ET AL](https://planprovider.pro/provider/flaherty-salmin-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $146,345

- **Estimated Expense Ratio:** 0.596% of plan assets

### 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|$146,345|$58,007|—|$10,500|—|

| 2023|$126,457|$49,849|—|$10,000|—|

| 2022|$125,824|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/conifer-realty-llc-401k-plan)

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