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  2. FAMILY SERVICE ROCHESTER, INC.
Sponsor portfolio

FAMILY SERVICE ROCHESTER, INC.

EIN 41-0883453-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$8.8M assets
Welfare
2
$68K premiums
Participants
451
4600 18TH AVENUE NW - ROCHESTER, MN 55901507-287-2010familyservicerochester.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#002401k-$8.8M - 240 part#502Fully Insured-$65K - 77 lives#501Fully Insured-$3K - 139 lives

Benefits portfolio analytics

2 plans / $68K premiums / 216 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • COMPSYCH100%
Total $3K1 slice

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Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FAMILY SERVICE ROCHESTER INC. SAFE HARBOR 403(B) PLAN

401k

Assets$8.8M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FAMILY SERVICE ROCHESTER

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$65K
Covered lives77
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FAMILY SERVICE ROCHESTER

Fully Insured - COMPSYCH

Premiums$3K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FAMILY SERVICE ROCHESTER INC. SAFE HARBOR 403(B) PLAN401k$8.8M2402024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FAMILY SERVICE ROCHESTERFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$65K772024
501FAMILY SERVICE ROCHESTERFully InsuredCOMPSYCH$3K1392025
Retirement plans
Welfare plans
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