David Role & Co., Inc. 401k Profit Sharing Trust

Wealthminder's Take

David Role & Co., Inc. 401k Profit Sharing Trust at David Role & Co., Inc. in the Wholesale Trade industry has an unknown number of investment options, and a total of $1,256,733.00 in assets. With 12 participants, the David Role & Co., Inc. 401k Profit Sharing Trust has an average balance per participant of $104,727.75.

Plan Ratings
Compared to other Wholesale Trade plans
Wealthminder Rating
6
61
Your Plan
89

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
51
Company Match Level
53
Employee Participation Rate
69
Employee Contribution Level
72
Average Balance Size
70
David Role & Co., Inc. Details
Address
317 New Boston St, Suite 22
Woburn, MA 01801-6267
Telephone
781-932-8810
Total Assets
$1,256,733.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
12
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your David Role & Co., Inc. 401k Profit Sharing Trust? Request free proposals from financial advisors today.
Do you work at David Role & Co., Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.