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Company:
F. L. Roberts and Company, Inc.
Plan:
F. L. Roberts 401k Plan
 

F. L. Roberts and Company, Inc.

52 Plan: F. L. Roberts 401k Plan

 
 
52
27
63
85
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (52) and the top rated plan (85) could equate to:
[How is this calculated?]
17 additional years of work
Up to $183,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

F. L. Roberts 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 35% of plans for Total Plan Cost. F. L. Roberts 401k Plan currently has over 100 active participants and over $2.5M in plan assets.

 

 Retirement Plan Details

Address 93 W Broad St
Springfield, MA 01105-2525 
Industry Wholesale Trade
Administrator A. Seth Roberts
Net Plan Assets $2,500,000
Total Participants 200
Avg Account Balance $13,000

 Top 3 Funds in this 401k

1. MetLife Stable Value Fund 61%
2. American Funds American Balanced 11%
3. Invesco Van Kampen Growth & Income 7%

  Plan Service Provider

Auditor Meyers Brothers Kalicka, Pc

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