Plan Snapshot
- Plan Sponsor: Rochester Equity Partners, INC.
- Sponsor EIN: 203683543
- Sponsor Address: 755 JEFFERSON ROAD, ROCHESTER, NY, 14623
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 60 | $6.8M | $73,416 | $232,168 |
| 2023 | 59 | $5.9M | $78,767 | $222,123 |
| 2022 | 59 | $5.2M | $89,451 | $228,458 |