Plan Snapshot
- Plan Sponsor: Rochester Philharmonic Orchestra, INC.
- Sponsor EIN: 160765613
- Sponsor Address: 255 EAST AVE, ROCHESTER, NY, 146042570
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 238 | $10.0M | $143,901 | $412,338 |
| 2023 | 220 | $8.6M | $50,622 | $400,699 |
| 2022 | 244 | $7.2M | $58,404 | $475,308 |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPAS, PLLP | Auditor | $3,750 | — | $3,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,750
- Estimated Expense Ratio: 0.037% 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 | $40,566 | $17,528 | $4,560 | $3,750 | — |
| 2023 | $37,189 | $12,925 | $3,025 | $7,500 | — |
| 2022 | $37,453 | $12,706 | $14,747 | — | — |