Plan Snapshot
- Plan Sponsor: L.Woerner, INC. D/B/A Hcr Home C
- Sponsor EIN: 161108008
- Sponsor Address: 85 METRO PARK, ROCHESTER, NY, 14623
- Plan Type: 401(k)
- Total Participants: 632
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 632 | $18.2M | $47,126 | $1.6M |
| 2023 | 627 | $16.2M | $49,935 | $1.8M |
| 2022 | 654 | $13.0M | $45,710 | $1.7M |
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 |
|---|---|---|---|---|
| DOPKINS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOPKINS AND COMPANY — 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 |
|---|---|---|---|---|---|
| 2024 | $79,629 | $23,582 | — | — | — |
| 2023 | $85,518 | $22,851 | — | — | — |
| 2022 | $88,317 | — | — | — | — |