Plan Snapshot
- Plan Sponsor: Rochester Friendly Home
- Sponsor EIN: 161597251
- Sponsor Address: 3156 EAST AVENUE, ROCHESTER, NY, 14618
- Plan Type: 403(b)
- Total Participants: 183
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 183 | $2.7M | $185,511 | $227,023 |
| 2023 | 192 | $2.2M | $232,633 | $207,245 |
| 2022 | 181 | $1.8M | $204,461 | $173,295 |
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 |
|---|---|---|---|---|
| BONADIO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,674 | $7,356 | — | — | — |
| 2023 | $16,251 | $6,707 | — | — | — |
| 2022 | $2,204 | — | — | — | $2,204 |