Plan Snapshot
- Plan Sponsor: Mc Management Of Rochester, LLC
- Sponsor EIN: 455267189
- Sponsor Address: 125 EAST MAIN STREET, ROCHESTER, NY, 14604
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $1.5M
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 | 365 | $1.5M | $0 | $344,652 |
| 2023 | 386 | $1.3M | $0 | $334,845 |
| 2022 | 359 | $880,287 | $0 | $279,566 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & 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 |
|---|---|---|---|---|---|
| 2024 | $34,884 | $4,779 | $30,105 | — | — |
| 2023 | $30,657 | $3,745 | — | — | — |
| 2022 | $25,288 | $2,887 | $22,291 | — | — |