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Original filing (PDF)20250923095212NAL0002489027001
ROCHESTER GENERAL SURGERY
Form 5500-SF
FILING_RECEIVED
ROCHESTER GENERAL SURGERY 401K PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
23
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCHESTER GENERAL SURGERY.
Plan sponsor
Name
ROCHESTER GENERAL SURGERY
EIN
38-3581931
Address
75 BARCLAY CIRCLE, SUITE 200 · ROCHESTER HILLS, MI · 483075812
Phone
(248) 853-9177
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
ROCHESTER GENERAL SURGERY
EIN
38-3581931
City
ROCHESTER HILLS, MI
Phone
(248) 853-9177
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
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
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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