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: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 153 | $6.6M | $0 | $0 |
| 2024 | 126 | $6.4M | $0 | $0 |
| 2023 | 117 | $5.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $0
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 |
|---|---|---|---|---|---|
| 2025 | $55,406 | $16,311 | $13,014 | — | — |
| 2024 | $55,090 | — | $55,090 | — | — |
| 2023 | $40,654 | $11,803 | $28,851 | — | — |