Rochester Friendly Home 403(b) match, vesting and fees
What Rochester Friendly Home'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 | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Bonadio Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Rochester Friendly Home: employer contribution per participant | $507 | |
| Peer median | $1,468 |
| Rochester Friendly Home: average balance | $7,316 | |
| Peer median | $37,786 |
| Rochester Friendly Home: admin expenses ÷ assets | 0.89% | |
| Peer median | 0.39% |
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 $1.6M at the end of plan year 2021 to $2.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 369 | $2.7M | $186K | $507 | 0.89% | Not published | Form 5500 ↗ |
| 2023 | 319 | $2.2M | $233K | $768 | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 273 | $1.8M | $204K | $805 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 234 | $1.6M | $179K | $785 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Rochester Friendly Home match 401(k) contributions?
The match terms for the Cloverwood Senior Living Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $186K in employer contributions, about $507 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rochester Friendly Home 401(k) match vested?
The vesting schedule for the Cloverwood Senior Living Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rochester Friendly Home 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Usi Consulting Group. The plan administrator is Rochester Friendly Home.
I left Rochester Friendly Home. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rochester Friendly Home, (585) 381-1600) or the recordkeeper, Usi Consulting Group. The Rochester Friendly Home old 401(k) page lists the contacts from every plan filing. Find an old Rochester Friendly Home 401(k)
Data from the public Form 5500 annual reports Rochester Friendly Home 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 Rochester Friendly Home. Not financial advice. Report a correction · Methodology