# The Rochester School Of The Holy Childhood 403(b) Plan
Source: https://planprovider.pro/companies/the-rochester-school-of-the-holy-childhood-403b-plan

> The Rochester School Of The Holy Childhood's 403(b) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Rochester School Of The Holy Childhood

- **Sponsor EIN:** 160761224

- **Sponsor Address:** 100 GROTON PKWY, ROCHESTER, NY, 146234540

- **Plan Type:** 403(b)

- **Total Participants:** 194

- **Total Assets:** $9.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|194|$9.5M|$185,245|$636,591|

| 2023|257|$8.7M|$183,045|$556,525|

| 2022|223|$8.4M|$162,346|$558,798|

## 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|$32,520|—|$32,520|

| UBS FINANCIAL SERVICES|INVESTMENT ADVISOR|—|$23,247|$23,247|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,767

- **Estimated Expense Ratio:** 0.584% 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|$30,335|—|$30,335|—|—|

| 2023|$3,373|—|$3,373|—|—|

| 2022|$4,234|—|$4,234|—|—|

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