Lollypop Farm, Humane Society Of Greater Rochester Retirement Plan
Sponsored by Humane Society Of Rochester And Monroe County, For The P.C.A., Inc. · EIN 160743047 · Plan #002
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 153
- With balances
- 169
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Ameriflex Group, Inc. CRD 305585 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Contract administrator, Recordkeeping, Custodial (securities) | $26,081 |
| The Ameriflex Groupetwork | Investment advisory (participants), Investment advisory (plan), Investment management | $16,311 |
| Rimkus, Marciano & Associates, Inc. | Recordkeeping, Consulting (pension), Participant loan processing | $2,875 |