# Rochester Dairy Industry Individual Pension Account Plan 401(k) Plan
Source: https://planprovider.pro/companies/rochester-dairy-industry-individual-pension-account-plan-166019488-002

> Rochester Dairy Industry Individual Pension Account Plan's 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rochester Dairy Industry Individual Pension Account Plan

- **Sponsor EIN:** 166019488

- **Sponsor Address:** 1354 BUFFALO ROAD STE 6, ROCHESTER, NY, 14624

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 277

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|277|$19.5M|$416,530|$844,453|

| 2023|201|$19.5M|$368,914|$729,673|

| 2022|247|$18.5M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$32,401|—|$32,401|

| ONE DIGITAL TOPCO LLC DBA RESOURCES|Other Service Provider|$25,000|—|$25,000|

| STOKES VISCA HUCKO & BARONE CPAS LL|Other Service Provider|$19,500|—|$19,500|

| HARTER SECREST & EMERY LLP|ERISA Attorney|$15,265|—|$15,265|

| MARSH & MCLENNAN COMPANIES INC|Other Service Provider|$8,125|—|$8,125|

### Verified Provider Profiles

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

- [HARTER SECREST & EMERY LLP](https://planprovider.pro/provider/harter-secrest-and-emery-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,291

- **Estimated Expense Ratio:** 0.514% of plan assets

### 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|$100,493|$25,000|—|$19,500|—|

| 2023|$100,135|$25,000|$31,460|$18,500|—|

| 2022|$2,480,861|$28,574|$25,000|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rochester-dairy-industry-individual-pension-account-plan-166019488-002)

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