# Rochester Institute Of Technology 403(b) Plan
Source: https://planprovider.pro/companies/rochester-institute-of-technology-403b-plan

> Rochester Institute Of Technology's 403(b) plan: 4,830 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rochester Institute Of Technology

- **Sponsor EIN:** 160743140

- **Sponsor Address:** EIGHT LOMB MEMORIAL DRIVE, ROCHESTER, NY, 146235604

- **Plan Type:** 403(b)

- **Total Participants:** 4,830

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,830|$1.5B|$24.9M|$33.4M|

| 2023|4,754|$1.4B|$23.8M|$32.5M|

| 2022|4,571|$1.2B|$22.8M|$30.0M|

## 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|

| CAPTRUST|NONE|$322,500|—|$322,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$161,059|—|$161,059|

| INSERO & CO. CPAS, LLP|NONE|$27,125|—|$27,125|

| NIXON PEABODY LLP|NONE|$5,220|—|$5,220|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CAPTRUST](https://planprovider.pro/provider/captrust) — NONE

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [INSERO & CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — NONE

- [NIXON PEABODY LLP](https://planprovider.pro/provider/nixon-peabody-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $515,904

- **Estimated Expense Ratio:** 0.034% 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|

| 2024|$517,104|—|$474,859|$27,125|—|

| 2023|$433,019|$161,250|$200,168|$58,900|—|

| 2022|$478,321|—|$478,321|—|—|

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