Back to filter
Original filing (PDF)20251009002654NAL0014459266001
ROCHESTER SOFTWARE ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
ROCHESTER SOFTWARE ASSOCIATES, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
57
Accounts w/ balance
34
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCHESTER SOFTWARE ASSOCIATES, INC..
Plan sponsor
Name
ROCHESTER SOFTWARE ASSOCIATES, INC.
EIN
16-1407841
Address
69 CASCADE DRIVE SUITE 201 · ROCHESTER, NY · 146141114
Phone
(585) 262-2690
Industry
Professional & Technical Servicessee 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
2025-10-09
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
TEN PEARLS, LLC
10PEARLS 401(K) PLAN
$8.0M · 100 participants
SOFTWARE DIVERSIFIED SERVICES, A DIVISION
SOFTWARE DIVERSIFIED SERVICES EMPLOYEE SAVING
$8.0M · 22 participants
EASTPORT ANALYTICS, INC.
EASTPORT ANALYTICS, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 28 participants
GENOVA TECHNOLOGIES INC.
GENOVA TECHNOLOGIES 401(K) PLAN
$8.0M · 57 participants
OMEGA SYSTEMS CONSULTANTS, LLC
OMEGA SYSTEMS CONSULTANTS, LLC 401(K) PLAN
$8.1M · 160 participants
MILE TWO, LLC
MILE TWO 401(K) PLAN
$8.0M · 85 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B