· 2022–2024 · DOL EFAST2

COUNTRY CLUB OF ROCHESTER — COUNTRY CLUB OF ROCHESTER 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250603150511NAL0007703395001

COUNTRY CLUB OF ROCHESTER

Form 5500-SF

FILING_RECEIVED

COUNTRY CLUB OF ROCHESTER 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

114

Accounts w/ balance

78

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

92

Total plan cost

n/a

Plan health

38

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COUNTRY CLUB OF ROCHESTER.

Plan sponsor

Name

COUNTRY CLUB OF ROCHESTER

EIN

16-0394400

Address

2935 EAST AVE · ROCHESTER, NY · 14610

Phone

(585) 381-1800

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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