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: DC
- 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. |
|---|---|---|---|---|
| 2025 | 277 | $19.5M | $0 | $0 |
| 2024 | 201 | $19.5M | $0 | $0 |
| 2023 | 218 | $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 |
|---|---|---|---|---|
| STOKES, VISCA, HUCKO & BARONE CPAS | Auditor | $19,500 | — | $19,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,500
- Estimated Expense Ratio: 0.100% 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 |
|---|---|---|---|---|---|
| 2025 | $100,493 | $25,000 | — | $19,500 | — |
| 2024 | $100,135 | $25,000 | $31,460 | $18,500 | — |
| 2023 | $90,067 | $28,574 | $25,000 | — | $28,432 |