Original filing (PDF)20250617153346NAL0004545826001

ROCHESTER AREA COMMUNITY FOUND

Name: ROCHESTER AREA COMMUNITY FOUND — ROCHESTER AREA COMMUNITY FOUND 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ROCHESTER AREA COMMUNITY FOUND

Form 5500-SF

FILING_RECEIVED

ROCHESTER AREA COMMUNITY FOUND 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

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 ROCHESTER AREA COMMUNITY FOUND.

Plan sponsor

Name

ROCHESTER AREA COMMUNITY FOUND

EIN

23-7250641

Address

500 EAST AVE · ROCHESTER, NY · 146071949

Phone

(585) 271-4100

Industry

Other Services (ex. Public Admin)see 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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

PRIESTLY FRATERNITY OF SAINT PETER, INC.

PRIESTLY FRATERNITY OF SAINT PETER 401K PROFIT SHARING PLAN & TRUST

$7.8M · 165 participants

JEWISH FEDERATION OF GREATER INDIANAPOLIS, INC.

JFGI, INC. AND AFFILIATED AGENCIES 401(K) PLAN

$7.8M · 137 participants

HOPE MEDIA GROUP

HOPE MEDIA GROUP 403(B) RETIREMENT PLAN

$7.7M · 194 participants

GARDEN STATE CONSUMER CREDIT COUNSELING, INC.

NAVICORE SOLUTIONS EMPLOYEE SAVINGS PLAN

$7.7M · 140 participants

WAYNE & GLADYS FOUNDATION