Plan Snapshot
- Plan Sponsor: St. Anns Home For The Aged
- Sponsor EIN: 160743146
- Sponsor Address: 1500 PORTLAND AVENUE, ROCHESTER, NY, 14621
- Plan Type: 403(b)
- Total Participants: 1,049
- Total Assets: $36.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,049 | $36.0M | $1.3M | $2.5M |
| 2023 | 1,175 | $32.2M | $1.8M | $2.5M |
| 2022 | 1,130 | $26.0M | $1.6M | $2.2M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $133,959 | — | $133,959 | — | — |
| 2023 | $101,703 | — | $101,703 | — | — |
| 2022 | $105,256 | — | $105,256 | — | — |