# Rochester Regional Health 401(k) Plan
Source: https://planprovider.pro/companies/rochester-regional-health-401k-plan

> Rochester Regional Health's 401(k) plan: 2,156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rochester-regional-health-401k-plan)

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