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Original filing (PDF)20250724121940NAL0002453571001
CONIFER REALTY LLC
Form 5500
FILING_RECEIVED
CONIFER REALTY LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
520
Accounts w/ balance
777
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 60 bps in Schedule C fees — 105% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONIFER REALTY LLC.
Plan sponsor
Name
CONIFER REALTY LLC
EIN
16-1595525
Address
1000 UNIVERSITY AVENUE · SUITE 500 · ROCHESTER, NY · 14607
Phone
(585) 324-0563
Industry
Real Estatesee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FLAHERTY SALMIN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALMIN, ET AL | 16-1451346 | — | ACCOUNTANT/AUDITOR | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $26.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.7M
30 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2030 R6 Mutual fund N/A | — | — | — | $2.6M | 10.8% | |
| American Funds Target Date 2050 R6 Mutual fund N/A | — | — | — | $2.5M | 10.2% | |
| American Funds Target Date 2035 R6 Mutual fund N/A | — | — | — | $2.1M | 8.4% | |
| American Funds Target Date 2045 R6 Mutual fund N/A | — | — | — | $1.7M | 7.1% | |
| American Funds Target Date 2040 R6 Mutual fund N/A | — | — | — | $1.7M | 7.1% | |
| Fidelity Stable Value II Common collective trust N/A | — | — | — | $1.5M | 6.2% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $1.5M | 6.0% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.4M | 5.8% | |
| T. Rowe Price Blue Chip Growth I Mutual fund N/A | — | — | — | $1.4M | 5.7% | |
| American Funds Target Date 2025 R6 Mutual fund N/A | — | — | — | $1.2M | 5.0% | |
| Columbian Dividend Income Fund I3 Mutual fund N/A | — | — | — | $1.2M | 4.7% | |
| American Funds Target Date 2055 R6 Mutual fund N/A | — | — | — | $932K | 3.8% | |
| Fund Class Pimco Income Institutional Mutual fund N/A | — | — | — | $916K | 3.7% | |
| American Funds Target Date 2015 R6 Mutual fund N/A | — | — | — | $698K | 2.8% | |
| American Funds Target Date 2020 R6 Mutual fund N/A | — | — | — | $674K | 2.7% | |
| American Funds Target Date 2060 R6 Mutual fund N/A | — | — | — | $623K | 2.5% | |
| maturing through January 2030 -0- | — | — | — | $562K | 2.3% | |
| Blackrock Mid-Cap Growth Equity Mutual fund | — | — | — | $544K | 2.2% | |
| MFS International Diversification Fund Class R6 Mutual fund N/A | — | — | — | $441K | 1.8% | |
| Victory Sycamore Established Value R6 Mutual fund N/A | — | — | — | $421K | 1.7% | |
| Fidelity Advisor Focused Emerging Markets Z Mutual fund N/A | — | — | — | $342K | 1.4% | |
| Fidelity Small Cap Idx Mutual fund N/A | — | — | — | $338K | 1.4% | |
| Fidelity Advisor Small Cap Value Z Mutual fund N/A | — | — | — | $172K | 0.7% | |
| Fidelity Govt Market Mutual fund N/A 159 * Fidelity Mid Cap Idx Mutual fund N/A | — | — | — | $159K | 0.6% | |
| Fidelity International Index Mutual fund NA | — | — | — | $135K | 0.5% | |
| Fidelity Us Bond Idx Mutual fund N/A | — | — | — | $121K | 0.5% | |
| American Funds Target Date 2010 R6 Mutual fund N/A | — | — | — | $28K | 0.1% | |
| Federated Hermes Kaufmann Small Cap R6 Mutual fund N/A | — | — | — | $20K | <0.1% | |
| John Hancock Alternative Asset Allocation R6 Mutual fund N/A | — | — | — | $17K | <0.1% | |
| American Funds Target Date 2065 R6 Mutual fund N/A | — | — | — | $11K | <0.1% | |
| American Funds Target Date 2070 R6 Mutual fund N/A | — | — | — | $1K | <0.1% |
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