· 2022–2024 · DOL EFAST2

ROCHESTER CHAPTER 13 TRUSTEE — ROCHESTER CHAPTER 13 TRUSTEE 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250820092856NAL0003122849001

ROCHESTER CHAPTER 13 TRUSTEE

Form 5500-SF

FILING_RECEIVED

ROCHESTER CHAPTER 13 TRUSTEE 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan health score

Top-tier plan health

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

81

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 ROCHESTER CHAPTER 13 TRUSTEE.

Plan sponsor

Name

ROCHESTER CHAPTER 13 TRUSTEE

EIN

16-1134838

Address

3136 WINTON RD. SOUTH · ROCHESTER, NY · 14623

Phone

(585) 427-7225

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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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