Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEWISH FAMILY SERVICE OF ROCHESTER, INC.
EIN 16-0743059Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
59
255 EAST AVE STE 201 - ROCHESTER, NY 146042626585-461-0110
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 59 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY SERVICE OF ROCHESTER, INC.
401k
Assets$1.9M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH FAMILY SERVICE OF ROCHESTER, INC.
ProfitSharing
Assets$164K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY SERVICE OF ROCHESTER, INC. | 401k | $1.9M | 53 | 2025 | |
| 004 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH FAMILY SERVICE OF ROCHESTER, INC. | ProfitSharing | $164K | 6 | 2025 |
Retirement plans