Plan Snapshot
- Plan Sponsor: Highland Hospital Of Rochester
- Sponsor EIN: 160743037
- Sponsor Address: 1000 SOUTH AVE, ROCHESTER, NY, 14620
- Plan Type: 403(b)
- Total Participants: 3,443
- Total Assets: $160.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 3,443 | $160.1M | $7.1M | $10.4M |
| 2023 | 4,520 | $130.3M | $6.1M | $9.4M |
| 2022 | 3,845 | $102.3M | $5.4M | $8.2M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $256,167 | — | $256,167 |
| MENGEL, METZGER, BARR & CO.LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- MENGEL, METZGER, BARR & CO.LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,167
- Estimated Expense Ratio: 0.160% 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 | $256,167 | — | — | — | — |
| 2023 | $200,613 | — | — | — | — |
| 2022 | $166,695 | — | — | — | — |