Plan Ledger DOL Form 5500 · updated monthly

Lifespan of Greater Rochester Inc.403(b)

LIFESPAN OF GREATER ROCHESTER, INC. 403(B) RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.55%

Lifespan of Greater Rochester Inc. reported $28,962 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. 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 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,370th of 5,648), and 7,602nd of 11,911 in health care & social assistance. active participation has grown from 174 to 194 since 2022.

Plan summary
Net assets, end of year$5,559,083
Participants with balances144
Active participants194
Employer contributions—
Employee contributions$439,003
Employer contribution per active participant—
Average account balance$38,605
Benefits paid to participants$454,549
Plan auditUnmodified (clean) audit opinion
AuditorLUMSDEN & MCCORMICK
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 144 accts
2023$5.1M · 176 accts
2022$3.8M · 166 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,717
Investment management$45
Total administrative$28,962
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
VOYA RETIREMENT INS. AND ANNUITY CO · Recordkeeping · Loan processing$25,739
VALIANT RETIRE INC. · Recordkeeping$3,222
COMMONWEALTH EQUITY SERVICES · Investment advisory (plan)indirect comp

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

Recordkeeper by year3
2025VALIANT RETIRE INC., Voya
2024VALIANT RETIRE INC., Voya
2023P&A RETIREMENT PLAN SERVICES, INC., VALIANT RETIRE INC., Voya

This plan has changed recordkeepers within these filings. If you left Lifespan of Greater Rochester Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,962 · 0.55%
2023$19,272 · 0.43%
2022$22,468 · 0.56%
All plans at this employer2
LIFESPAN OF GREATER ROCHESTER, INC. PENSION PLANMoney purchase plan
LIFESPAN OF GREATER ROCHESTER, INC. 403(B) RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York
H1 Insights, Inc. NY$5.8M · 0.33%
Community Health Center NY$5.6M · 0.55%
Vanderheyden Hall, Inc. NY$5.5M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160986298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.