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Company:
D.B. Roberts, Inc.
Plan:
D. B. Roberts, Inc. 401k Plan
 

D.B. Roberts, Inc.

57 Plan: D. B. Roberts, Inc. 401k Plan

 
 
57
23
61
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (57) and the top rated plan (84) could equate to:
[How is this calculated?]
13 additional years of work
Up to $160,600 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

D. B. Roberts, Inc. 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Total Plan Cost. D. B. Roberts, Inc. 401k Plan currently has over 200 active participants and over $6.7M in plan assets.


 Investment Menu Statistics

No. of Investment Options
14
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. PIMCO Total Return 28%
2. Fidelity Disciplined Equity 18%
3. Fidelity Freedom 2020 14%

 Retirement Plan Details

Address 54 Jonspin Rd
Wilmington, MA 01887 
Industry Wholesale Trade
Administrator Robert Clapp
Net Plan Assets $6,680,000
Total Participants 270
Avg Account Balance $44,000

  Plan Service Providers

Recordkeeper Fidelity
Auditor McGladrey