# University Of Rochester 401(k) Plan
Source: https://planprovider.pro/companies/university-of-rochester-160743209-518

> University Of Rochester's 401(k) plan: 21,647 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** University Of Rochester

- **Sponsor EIN:** 160743209

- **Sponsor Address:** 60 CORPORATE WOODS, SUITE 310, ROCHESTER, NY, 14627

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

- **Plan Number:** 518

- **Total Participants:** 21,647

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|21,647|$0|$0|$0|

| 2024|19,680|$0|$0|$0|

| 2023|19,082|$0|$0|$0|

| 2022|17,721|$0|$0|$0|

## 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|

| EXCELLUS BLUE CROSS BLUE SHIELD|Other Service Provider|$861,856|—|$861,856|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $861,856

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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