# Rochester Dairy Industry Individual Pension Account Plan DC Plan
Source: https://planprovider.pro/companies/rochester-dairy-industry-individual-pension-account-plan-plan

> Rochester Dairy Industry Individual Pension Account Plan's DC plan: 277 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Fage Usa Dairy Industry, INC.](https://planprovider.pro/companies/fage-usa-dairy-industry-inc-401k-plan) — 277 participants

- [Byheart, INC.](https://planprovider.pro/companies/byheart-inc-401k-plan) — 307 participants

- [Board Of Trustees Of Local 584 Pension Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-local-584-pension-trust-fund-plan) — 315 participants

- [Upstate Niagara Cooperative, INC](https://planprovider.pro/companies/upstate-niagara-cooperative-inc-401k-plan-007) — 203 participants

- [Beech-Nut Nutrition Company](https://planprovider.pro/companies/beech-nut-nutrition-company-401k-plan) — 361 participants

- [Perry'S Ice Cream Company](https://planprovider.pro/companies/perry-s-ice-cream-company-401k-plan) — 411 participants

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

© 2026 PlanProvider.Pro