# Lifespan Of Greater Rochester INC. 403(b) Plan
Source: https://planprovider.pro/companies/lifespan-of-greater-rochester-inc-403b-plan

> Lifespan Of Greater Rochester INC.'s 403(b) plan: 194 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Lifespan Of Greater Rochester INC.

- **Sponsor EIN:** 160986298

- **Sponsor Address:** 1900 SOUTH CLINTON AVE., ROCHESTER, NY, 14618

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

- **Total Participants:** 194

- **Total Assets:** $5.6M

## 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|194|$5.6M|$0|$0|

| 2024|175|$5.1M|$0|$0|

| 2023|174|$3.8M|$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|

| LUMSDEN & MCCORMICK|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUMSDEN & MCCORMICK](https://planprovider.pro/provider/lumsden-and-mccormick-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|$28,962|$45|$28,717|—|—|

| 2024|$19,272|$4,987|$8,096|—|—|

| 2023|$22,468|—|$22,468|—|—|

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