# Rochester Equity Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rochester-equity-partners-inc-401k-plan

> Rochester Equity Partners, INC.'s 401(k) plan: 60 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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