Original filing (PDF)20230412084954NAL0003057971001

ARC OF GENESEE ORLEANS

Name: ARC OF GENESEE ORLEANS — ARC OF GENESEE ORLEANS ARC OF GENESEE ORLEANS 401(K) PLAN, Form 5500 (2022)
Creator: ARC OF GENESEE ORLEANS

Form 5500

FILING_RECEIVED

ARC OF GENESEE ORLEANS ARC OF GENESEE ORLEANS 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 3.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARC OF GENESEE ORLEANS.

Plan sponsor

Name

ARC OF GENESEE ORLEANS

EIN

23-7150957

Address

64 WALNUT STREET · BATAVIA, NY · 14020

Phone

(585) 343-1123

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-02-15

Filed

2023-04-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALESCO ADVISORS	—	PITTSFORD, NY	NONE	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BURKE GROUP	80-0688755	—	NONE	$15K	—

Investments

1 pooled fund· $0

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.