# United Way Of Greater Rochester And The Finger Lakes 401(k) Plan
Source: https://planprovider.pro/companies/united-way-of-greater-rochester-and-the-finger-lakes-401k-plan

> United Way Of Greater Rochester And The Finger Lakes's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Way Of Greater Rochester And The Finger Lakes

- **Sponsor EIN:** 161015782

- **Sponsor Address:** 75 COLLEGE AVE, ROCHESTER, NY, 146071009

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

- **Total Participants:** 101

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|101|$14.1M|$454,157|$450,264|

| 2023|109|$12.8M|$407,318|$385,183|

| 2022|93|$11.0M|$362,136|$407,511|

## 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](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:** $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|$2,523|—|—|—|—|

| 2023|$1,009|—|—|—|—|

| 2022|$1,014|—|—|—|—|

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