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Company:
ROC Management & Associates, Inc.
Plan:
ROC Management & Associates, Inc. Profit Sharing 401k Plan & Trust
 

ROC Management & Associates, Inc.

46 Plan: ROC Management & Associates, Inc. Profit Sharing 401k Plan & Trust

 
 
46
4
52
83
0
10
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For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (46) and the top rated plan (83) could equate to:
[How is this calculated?]
17 additional years of work
Up to $237,900 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

ROC Management & Associates, Inc. Profit Sharing 401k Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 46. This plan is in the top 35% of plans for Investment Menu Quality. ROC Management & Associates, Inc. Profit Sharing 401k Plan & Trust currently has over 100 active participants and over $1.9M in plan assets.

 

 Retirement Plan Details

Address 1601 Keokuk Ave.
Spirit Lake, IA 51360-1043 
Industry Accommodation and Food Services
Net Plan Assets $1,860,000
Total Participants 160
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. Federated Kaufmann 12%
2. Hartford Capital Appreciation HLS 11%
3. American Funds Income Fund of America 10%

  Plan Service Providers

Auditor Winther, Stave & Co., LLP
Insurance Carrier Hartford
Insurance Advisor/Broker Edward Jones

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