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Company:
Fox & Roach/Trident Limited Partnership
Plan:
Fox & Roach/Trident 401k and Profit Sharing Plan
 

Fox & Roach/Trident Limited Partnership

62 Plan: Fox & Roach/Trident 401k and Profit Sharing Plan

 
 
62
9
66
88
0
10
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100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (62) and the top rated plan (88) could equate to:
[How is this calculated?]
14 additional years of work
Up to $101,900 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

Fox & Roach/Trident 401k and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 35% of plans for Total Plan Cost. Fox & Roach/Trident 401k and Profit Sharing Plan currently has over 800 active participants and over $30.3M in plan assets.

 

 Retirement Plan Details

Address 431 West Lancaster Avenue
Devon, PA 19333 
Industry Offices of Real Estate Agents and Brokers
Administrator James Waters Jr
Net Plan Assets $30,300,000
Total Participants 830
Avg Account Balance $37,000

 Top 3 Funds in this 401k

1. Fidelity Capital Appreciation 23%
2. Fidelity Retirement Money Market 12%
3. Fidelity Spartan US Bond Index 7%

  Plan Service Provider

Auditor Reinsel Kuntz Lesher, LLP

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