Original filing (PDF)20250903124058NAL0009078675001

RACHEL CONLEY/ROCHESTER MEDICAL WEIGHT LOSS

Name: RACHEL CONLEY/ROCHESTER MEDICAL WEIGHT LOSS — RACHEL CONLEY/ROCHESTER MED WEIGHT LOSS 401K, Form 5500 (2024)
Creator: RACHEL CONLEY/ROCHESTER MEDICAL WEIGHT LOSS

Form 5500-SF

FILING_RECEIVED

RACHEL CONLEY/ROCHESTER MED WEIGHT LOSS 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RACHEL CONLEY/ROCHESTER MEDICAL WEIGHT LOSS.

Plan sponsor

Name

RACHEL CONLEY/ROCHESTER MEDICAL WEIGHT LOSS

EIN

83-1270968

Address

61 MONROE AVE STE C · PITTSFORD, NY · 14534

Phone

(315) 398-1322

Industry

Other Services (ex. Public Admin)see all

Plan administrator