Rochester Philharmonic Orchestra, Inc. Retirement Plan
Sponsored by Rochester Philharmonic Orchestra, Inc. · EIN 160765613 · Plan #005
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 238
- With balances
- 135
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Modern Wealth Holdings Llc | Contract administrator, Investment advisory (plan) | $18,288 |
| Empower Life & Annity Ins Co Of Ny | Recordkeeping fees | $14,728 |
| Lpl Financial | Investment advisory (plan) | $3,800 |
| Efpr Group Llp Dba Efpr Group | Accounting | $3,750 |