Original filing (PDF)20251014124042NAL0002925889001

REGIONAL CENTER FOR INDEPENDEN

Name: REGIONAL CENTER FOR INDEPENDEN — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF REGIONAL CENTER FOR INDEPENDENT LIVING, INC., Form 5500 (2024)
Creator: REGIONAL CENTER FOR INDEPENDEN

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF REGIONAL CENTER FOR INDEPENDENT LIVING, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGIONAL CENTER FOR INDEPENDEN.

Plan sponsor

Name

REGIONAL CENTER FOR INDEPENDEN

EIN

23-7063682

Address

497 STATE ST · ROCHESTER, NY · 146081642

Phone

(585) 442-6470

Industry

Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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