# Rochester Philharmonic Orchestra, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rochester-philharmonic-orchestra-inc-401k-plan

> Rochester Philharmonic Orchestra, INC.'s 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/efpr-group-llp) — 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|—|—|

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