Humane Society of Rochester and Monroe County, for the P.C.A. 403(b) match, vesting and fees
What Humane Society of Rochester and Monroe County, for the P.C.A.'s 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | Schedule C ↗ |
| Independent auditor | Mengel, Metzger, Barr & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Humane Society of Rochester and Monroe County, for the P.C.A.: employer contribution per participant | $1,807 | |
| Peer median | $1,803 |
| Humane Society of Rochester and Monroe County, for the P.C.A.: average balance | $39,221 | |
| Peer median | $48,934 |
| Humane Society of Rochester and Monroe County, for the P.C.A.: admin expenses ÷ assets | 0.86% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.2M at the end of plan year 2021 to $6.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 176 | $6.6M | $305K | $1,807 | 0.86% | Not published | Form 5500 ↗ |
| 2023 | 152 | $6.3M | $199K | $1,341 | 0.96% | Not published | Form 5500 ↗ |
| 2022 | 138 | $5.1M | $171K | $1,258 | 0.87% | Not published | Form 5500 ↗ |
| 2021 | 134 | $4.2M | $147K | $1,120 | 0.95% | Not published | Form 5500 ↗ |
Common questions
Does Humane Society of Rochester and Monroe County, for the P.C.A. match 401(k) contributions?
The match terms for the Lollypop Farm, Humane Society of Greater Rochester Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $305K in employer contributions, about $1,807 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Humane Society of Rochester and Monroe County, for the P.C.A. 401(k) match vested?
The vesting schedule for the Lollypop Farm, Humane Society of Greater Rochester Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Humane Society of Rochester and Monroe County, for the P.C.A. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Humane Society of Rochester and Monroe County, for the P.C.A., Inc..
I left Humane Society of Rochester and Monroe County, for the P.C.A.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Humane Society of Rochester and Monroe County, for the P.C.A., Inc., (585) 223-1330) or the recordkeeper, Nationwide. The Humane Society of Rochester and Monroe County, for the P.C.A. old 401(k) page lists the contacts from every plan filing. Find an old Humane Society of Rochester and Monroe County, for the P.C.A. 401(k)
Data from the public Form 5500 annual reports Humane Society of Rochester and Monroe County, for the P.C.A. filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Humane Society of Rochester and Monroe County, for the P.C.A.. Not financial advice. Report a correction · Methodology