Plan Snapshot
- Plan Sponsor: Lifespan Of Greater Rochester INC.
- Sponsor EIN: 160986298
- Sponsor Address: 1900 SOUTH CLINTON AVE., ROCHESTER, NY, 14618
- Plan Type: DC
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 158 | $5.0M | $394,035 | $0 |
| 2023 | 145 | $4.7M | $397,949 | $0 |
| 2022 | 115 | $3.8M | $317,721 | $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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS. AND ANNUITY CO | Other Service Provider | $22,711 | — | $22,711 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,711
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 | $5,566,409 | — | $32,673 | — | — |
| 2024 | $26,245 | — | $25,895 | — | — |
| 2023 | $19,199 | $4,983 | $7,727 | — | — |
| 2022 | $21,760 | $9,093 | $12,667 | — | — |