Original filing (PDF)20250725084600NAL0016434338001

COMPEER ROCHESTER, INC.

Name: COMPEER ROCHESTER, INC. — COMPEER ROCHESTER INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COMPEER ROCHESTER, INC.

Form 5500-SF

FILING_RECEIVED

COMPEER ROCHESTER INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$684K

Net assets (EOY)

$684K

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPEER ROCHESTER, INC..

Plan sponsor

Name

COMPEER ROCHESTER, INC.

EIN

22-2482872

Address

259 MONROE AVENUE · ROCHESTER, NY · 14607

Phone

(585) 546-8280

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

VERMONT BANKERS ASSOCIATION, INC.

VERMONT BANKERS ASSOCIATION 401(K) PLAN

$684K · 2 participants

ALBERTO MOTTESI EVANGELISTICASSO

ALBERTO MOTTESI EVANGELISTIC ASSOCIATION 401K PLAN

$684K · 9 participants

SPRINGBOARD FOR THE ARTS

SPRINGBOARD FOR THE ARTS 403B PLAN

$684K · 21 participants

ROSTROPOVICH-VISHNEVSKAYA

ROSTROPOVICH-VISHNEVSKAYA 401(K) PROFIT SHARING PLAN & TRUST

$685K · 4 participants

POINT FOUNDATION

POINT FOUNDATION, 403(B) PLAN