Plan Snapshot
- Plan Sponsor: Rochester Regional Health
- Sponsor EIN: 471234999
- Sponsor Address: 100 KINGS HIGHWAY SOUTH, ROCHESTER, NY, 14617
- Plan Type: 401(k)
- Total Participants: 2,156
- Total Assets: $92.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,156 | $92.5M | $1.2M | $9.2M |
| 2023 | 1,946 | $78.4M | $1.2M | $8.2M |
| 2022 | 1,933 | $63.4M | $1.2M | $7.6M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $74,264 | — | $74,264 |
| STRATEGIC ADVISORS, INC. | INV. ADVISOR | $16,687 | — | $16,687 |
| FREED MAXICK, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — INV. ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,951
- Estimated Expense Ratio: 0.098% 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 | $90,951 | $16,687 | — | — | — |
| 2023 | $110,400 | $12,198 | — | — | — |
| 2022 | $111,688 | $9,138 | — | — | — |