# Rochester Regional Health 403(b) Plan
Source: https://planprovider.pro/companies/rochester-regional-health-403b-plan

> Rochester Regional Health's 403(b) plan: 15,944 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:** 403(b)

- **Total Participants:** 15,944

- **Total Assets:** $987.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|15,944|$987.0M|$3.7M|$80.7M|

| 2023|15,432|$861.4M|$3.4M|$75.2M|

| 2022|15,433|$714.5M|$3.1M|$70.5M|

## 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|$891,469|—|$891,469|

| STRATEGIC ADVISORS, INC.|INV. ADVISORY|$130,950|—|$130,950|

| NEPC, LLC|CONSULTANT|$89,794|—|$89,794|

| 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. ADVISORY

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,112,213

- **Estimated Expense Ratio:** 0.113% 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|$1,112,212|$130,950|$89,794|—|—|

| 2023|$1,228,037|$116,908|—|—|—|

| 2022|$1,265,159|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rochester-regional-health-403b-plan)

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