Original filing (PDF)20260205070445NAL0004454689001

HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC.

Name: HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC. — LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN, Form 5500 (2024)
Creator: HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC.

Form 5500

FILING_RECEIVED

LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

153

Accounts w/ balance

169

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 16K (2% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC..

Plan sponsor

Name

HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC.

EIN

16-0743047

Address

99 VICTOR ROAD · FAIRPORT, NY · 14450

Phone

(585) 223-1330

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE AMERIFLEX GROUPETWORK	84-2224681	PHOENIX, AZ	FINANCIAL ADVISOR	$16K	—

TPA / Administrator

Investments

33 direct securities· $6.6M(100% of reported assets)

Other securities

$6.5M

30 holdings

Bonds / Notes

$61K

1 holding

Agency / Mortgage-Backed

$30K

1 holding

Mutual Funds

$24K

1 holding

					% of plan
Vanguard Target Retirement 2040 Fund Investor Shares	Other securities	—	—	$943K	14.2%
Vanguard Target Retirement 2060 Fund Investor Shares	Other securities	—	—	$663K	10.0%
Vanguard Target Retirement 2035 Fund Investor Shares	Other securities	—	—	$581K	8.8%
Vanguard Target Retirement 2025 Fund Investor Shares	Other securities	—	—	$498K	7.5%
Vanguard Target Retirement 2030 Fund Investor Shares	Other securities	—	—	$493K	7.4%
Vanguard Target Retirement 2050 Fund Investor Shares	Other securities	—	—	$461K	6.9%
Vanguard Target Retirement 2045 Fund Investor Shares	Other securities	—	—	$402K	6.1%
Vanguard Target Retirement 2055 Fund Investor Shares	Other securities	—	—	$324K	4.9%
Morgan Stanley Institutional Fund Global Opportunity Portfolio Class I	Other securities	—	—	$285K	4.3%
Calamos Global Equity Fund Institutional Class	Other securities	—	—	$282K	4.2%
American Funds 2030 Target Date Retirement Fund Class R-6	Other securities	—	—	$186K	2.8%
Fidelity 500 Index	Other securities	—	—	$172K	2.6%
T Rowe Price Capital Appreciation Fund	Other securities	—	—	$172K	2.6%
American Funds 2025 Target Date Retirement Fund Class R-6	Other securities	—	—	$159K	2.4%
American Funds 2045 Target Date Retirement Fund Class R-6	Other securities	—	—	$127K	1.9%
Vanguard Target Retirement 2020 Fund Investor Shares	Other securities	—	—	$122K	1.8%
DFA International Core Equity Portfolio Institutional Class	Other securities	—	—	$94K	1.4%
Metropolitan West Total Return Bond Fund Class I	Other securities	—	—	$85K	1.3%
American Funds 2035 Target Date Retirement Fund Class R-6	Other securities	—	—	$81K	1.2%
Principal Equity Income Fund Institutional Class	Other securities	—	—	$70K	1.1%
American Funds 2060 Target Date Retirement Fund Class R-6	Other securities	—	—	$62K	0.9%
Participant notes receivable * Maturity dates through October 2032; interest rates from 5.25% to 10.50% per annum.	Bonds / Notes	—	—	$61K	0.9%
Vanguard Strategic Equity Fund Investor Shares	Other securities	—	—	$58K	0.9%
American Funds 2040 Target Date Retirement Fund Class R-6	Other securities	—	—	$54K	0.8%
Janus Henderson Contrarian Fund	Other securities	—	—	$52K	0.8%
Pimco GNMA and Government Securities Fund Institutional Class	Agency / Mortgage-Backed	—	—	$30K	0.5%
American Funds 2055 Target Date Retirement Fund Class R-6	Other securities	—	—	$28K	0.4%
Money Market Obligations Trust - Federated Government Obligations Fund	Mutual Funds	—	—	$24K	0.4%
Vanguard Target Retirement Fund Investor Shares	Other securities	—	—	$24K	0.4%
Vanguard Target Retirement 2065 Fund Investor Shares	Other securities	—	—	$15K	0.2%
Black Rock High Yield Bond Portfolio Class K	Other securities	—	—	$13K	0.2%
American Funds 2050 Target Date Retirement Fund Class R-6	Other securities	—	—	$11K	0.2%
American Funds 2070 Target Date Retirement Fund Class R-6	Other securities	—	—	$1K	<0.1%