Dana F. Cole & Company, LLP 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Account Balances and Salary Deferral. Dana F. Cole & Company, LLP 401k Retirement Plan currently has over 100 active participants and over $7.0M in plan assets.
|1.||Principal Financial Group LifeTime||14%|
|2.||Principal SmallCap Blend||11%|
1248 O St Ste 500
Lincoln, NE 68508-1424
|Industry||Offices of Certified Public Accountants|
|Net Plan Assets||$7,020,000|
|Avg Account Balance||$65,000|
|Pmb Helin Donovan, Llp||77.7|
|Grassi & Co. CPA's P.C.||71.3|
|Mitchell & Titus, LLP||70.9|
|Capin Crouse LLP||70.7|
|Yeo & Yeo, P.C., CPA's and Yeo &...||69.1|
|Southland Truck Group, LLC||68.1|
|Insurance Carrier||Principal Financial Group|
|Administration||Principal Financial Group|
|Recordkeeper||Principal Financial Group|
|Auditor||Fuhrman, Smolsky & Furey Pc|
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BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.