Plan Snapshot
- Plan Sponsor: Gastroenterology Group Of Rochester LLP
- Sponsor EIN: 161563898
- Sponsor Address: 2080 CLINTON AVENUE SOUTH, ROCHESTER, NY, 14618
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $16.4M
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 | 64 | $16.4M | $395,530 | $311,183 |
| 2023 | 52 | $14.1M | $4,647 | $274,142 |
| 2022 | 124 | $11.8M | $464,065 | $253,225 |
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 |
|---|---|---|---|---|
| COURIER CAPITAL | Investment Advisor | $17,500 | — | $17,500 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $13,076 | — | $13,076 |
| ALLIED CPA PC | Investment Advisor | $8,000 | — | $8,000 |
| SECURITY ADMINISTRATORS, INC. | Recordkeeper | $7,296 | — | $7,296 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,872
- Estimated Expense Ratio: 0.279% 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 | $38,527 | — | $38,527 | — | — |
| 2023 | $31,201 | — | $31,201 | — | — |
| 2022 | — | — | — | — | — |