# Humane Society Of Rochester And Monroe County, For The P.C.A., INC. 403(b) Plan
Source: https://planprovider.pro/companies/humane-society-of-rochester-and-monroe-county-for-the-p-c-a-inc-160743047-002

> Humane Society Of Rochester And Monroe County, For The P.C.A., INC.'s 403(b) plan: 153 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Humane Society Of Rochester And Monroe County, For The P.C.A., INC.

- **Sponsor EIN:** 160743047

- **Sponsor Address:** 99 VICTOR ROAD, FAIRPORT, NY, 14450

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 153

- **Total Assets:** $6.6M

## 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|153|$6.6M|$305,329|$453,781|

| 2023|126|$6.4M|$198,537|$417,587|

| 2022|117|$5.1M|$171,088|$408,480|

## 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|

| NATIONWIDE|Recordkeeper|$26,081|—|$26,081|

| THE AMERIFLEX GROUPETWORK|Investment Advisor|$16,311|—|$16,311|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,392

- **Estimated Expense Ratio:** 0.639% 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|$55,406|$16,311|$13,014|—|—|

| 2023|$55,090|—|$55,090|—|—|

| 2022|$40,654|$11,803|$28,851|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/humane-society-of-rochester-and-monroe-county-for-the-p-c-a-inc-160743047-002)

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