Plan Ledger DOL Form 5500 · updated monthly

Rochester Management, Inc.401(k)

ROCHESTER MANAGEMENT INC. SAVINGS PLAN · ROCHESTER, NY · plan year 2022

Reported admin expense ratio · 2022
0.19%

Rochester Management, Inc. reported $22,731 in plan administrative expenses for 2022: 0.19% of average plan assets, below 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 2 years on file its reported administrative ratio rose from 0.19% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (3,541st of 5,648), and 1,077th of 2,096 in real estate & leasing. In 2022, employees put in $2.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,540,766
Participants with balances0
Active participants0
Employer contributions$178,505
Employee contributions$471,303
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$1,137,040
Plan auditUnmodified (clean) audit opinion
AuditorBONADIO & CO
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 130 accts · $206K emplr
2023$10.5M · 128 accts · $169K emplr
2022$10.5M · $179K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$22,731
Total administrative$22,731
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$25,761 · 0.26%
2023$34,971 · 0.33%
2022$22,731 · 0.19%
Same employer
Similar plansReal Estate & Leasing · New York
Extell Development Company NY$11.1M · 0.22%
Akam Living Services, Inc. NY$10.6M · 0.69%
Tgm Associates L.P. NY$10.2M · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 161556654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.