Greater Rochester Health Foundation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Greater Rochester Health Foundation
  • Sponsor EIN: 134301222
  • Sponsor Address: 255 EAST AVE, ROCHESTER, NY, 14604
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $3.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$3.4M$158,505$140,134
202314$3.1M$150,763$142,332
202212$2.5M$133,461$132,347

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