# Enbi Rochester, INC. 401(k) Plan
Source: https://planprovider.pro/companies/enbi-rochester-inc-401k-plan

> Enbi Rochester, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Enbi Rochester, INC.

- **Sponsor EIN:** 161140044

- **Sponsor Address:** 465 PAUL RD, ROCHESTER, NY, 146244779

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

- **Total Participants:** 115

- **Total Assets:** $10.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|115|$10.6M|$267,111|$552,484|

| 2023|123|$6.3M|$278,024|$552,188|

| 2022|127|$5.1M|$265,908|$516,001|

## 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|

| SAGE RUTTY & COMPANY INC|ADVISOR|$19,540|—|$19,540|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,824|—|$10,824|

| KEMPER CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGE RUTTY & COMPANY INC](https://planprovider.pro/provider/sage-rutty-and-co-inc) — ADVISOR

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

- [KEMPER CPA](https://planprovider.pro/provider/kemper-cpa-group-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,364

- **Estimated Expense Ratio:** 0.286% 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|$30,086|$19,540|—|—|—|

| 2023|$27,046|$16,043|—|$2,088|—|

| 2022|$23,715|—|—|—|—|

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