# Roechling Medical Rochester, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/roechling-medical-rochester-l-p-401k-plan

> Roechling Medical Rochester, L.P.'s 401(k) plan: 462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roechling Medical Rochester, L.P.

- **Sponsor EIN:** 455284944

- **Sponsor Address:** 999 RIDGEWAY AVENUE, ROCHESTER, NY, 14615

- **Plan Type:** 401(k)

- **Total Participants:** 462

- **Total Assets:** $25.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|462|$25.1M|$572,955|$1.9M|

| 2023|484|$22.5M|$556,487|$1.7M|

| 2022|487|$18.9M|$521,414|$1.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$92,368|—|$92,368|

| EDWARD JONES|INVESTMENT ADVISORY|—|$40,548|$40,548|

| ASCENSUS|CONTRACT ADMINISRATOR|$8,036|$9,825|$17,861|

| DANNIBLE & MCKEE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISRATOR

- [DANNIBLE & MCKEE, LLP](https://planprovider.pro/provider/dannible-and-mckee-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150,777

- **Estimated Expense Ratio:** 0.600% 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|$100,404|—|$100,404|—|—|

| 2023|$84,615|—|$84,615|—|—|

| 2022|$100,011|—|$100,011|—|—|

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