Plan Ledger DOL Form 5500 · updated monthly

Humane Society of Rochester and Monroe County, for the P.C.A., Inc.403(b)

LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN · FAIRPORT, NY · plan year 2024

Reported admin expense ratio · 2024
0.86%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Humane Society of Rochester and Monroe County, for the P.C.A., Inc. reported $55,406 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,996 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (4,136th of 5,648), and 2,065th of 3,341 in other services. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 117 to 153 since 2022.

Plan summary
Net assets, end of year$6,628,400
Participants with balances169
Active participants153
Employer contributions$305,329
Employee contributions$453,781
Employer contribution per active participant$1,996
Average account balance$39,221
Benefits paid to participants$1,292,317
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER, BARR & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 169 accts · $305K emplr
2023$6.3M · 148 accts · $199K emplr
2022$5.1M · 136 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,095
Investment management$16,311
Total administrative$55,406
Employer contributions to the Humane Society of Rochester and Monroe County, for the P.C.A., Inc. plan · 2024
Employer contribution per active participant$1,996
Median for plans this size$1,313
2024$1,996 per active participant
2023$1,576 per active participant
2022$1,462 per active participant

Humane Society of Rochester and Monroe County, for the P.C.A., Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NATIONWIDE · Contract administrator · Recordkeeping$26,081
RIMKUS, MARCIANO & ASSOCIATES, INC. · Recordkeeping · Pension consulting$2,875
THE AMERIFLEX GROUPETWORK · Investment advisory (participants) · Investment advisory (plan)$16,311

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Nationwide, RIMKUS, MARCIANO & ASSOCIATES, INC.
2023Nationwide, RIMKUS, MARCIANO & ASSOCIATES, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,406 · 0.86%
2023$55,090 · 0.96%
2022$40,654 · 0.87%
Same employer
Similar plansOther Services · New York
605, LLC NY$6.5M · 0.53%
Imia Holdings, Inc. NY$6.5M · 1.04%
Greenwich House, Inc. NY$6.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.