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Company:
Dealey, Renton & Associates Insurance Brokers, Inc.
Plan:
Dra Employee Stock Ownership Plan
 

Dealey, Renton & Associates Insurance Brokers, Inc.

81 Plan:

 
 
81
5
58
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (81) and the top rated plan (87) could equate to:
[How is this calculated?]
4 additional years of work
Up to $43,300 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

Dra Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and ESOP component. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Dra Employee Stock Ownership Plan currently has over 100 active participants and over $52.5M in plan assets.

 

 Retirement Plan Details

Address 66 Franklin St Ste 210
Oakland, CA 94607-3726 
Industry Insurance Agencies and Brokerages
Administrator Jeanine Kaelin Jensen
Net Plan Assets $52,500,000
Total Participants 130
Avg Account Balance $390,000

 Top 3 Funds in this 401k

1. Dealey, Renton & Associates Common Stock 84%
2. Schwab Money Market 6%
3. Cash and Cash Equivalents 2%

  Plan Service Providers

Administration Pension Specialists, Inc.
Auditor Ireland, San Filippo, LLP
Legal Counsel Johanson, Berenson, LLP

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