· 2022–2024 · DOL EFAST2

FAMILY SERVICE OF ROCHESTER, INC. — FAMILY SERVICE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN, Form 5500 (2022)

Original filing (PDF)20230726091330NAL0005638739001

FAMILY SERVICE OF ROCHESTER, INC.

Form 5500-SF

FILING_RECEIVED

FAMILY SERVICE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

48

Accounts w/ balance

36

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

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

100

Total plan cost

n/a

Plan health

37

Vendor & structure

100

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 FAMILY SERVICE OF ROCHESTER, INC..

Plan sponsor

Name

FAMILY SERVICE OF ROCHESTER, INC.

EIN

16-0743009all filings

Address

4560 NINE MILE POINT RD. · FAIRPORT, NY · 14450

Phone

(585) 377-1810

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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