Plan Snapshot
- Plan Sponsor: Susan B Anthony House, The
- Sponsor EIN: 237098699
- Sponsor Address: 17 MADISON ST, ROCHESTER, NY, 146081928
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 22
- Total Assets: $1.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 22 | $1.3M | $0 | $0 |
| 2024 | 16 | $1.1M | $12,845 | $55,335 |
| 2023 | 13 | $855,512 | $12,803 | $53,894 |
| 2022 | 11 | $611,539 | $10,542 | $47,444 |