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A.J. Danboise Son, Inc.

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

A.J. Danboise Son, Inc.

56
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (62)
Highest in Peer Group (87)

Plan Description

Danboise and The Learning Tree Centers Employees' 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Account Balances. Danboise and The Learning Tree Centers Employees' 401k Retirement Plan currently has over 100 active participants and over $7.1M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (56) and the top rated plan (87) could equate to:
15
Additional years of work
240,128
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 23800 Industrial Park Drive
  • Location
    Farmington Hills , MI
    • 48335
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    David Boduch
  • Net Plan Assets
    $7,060,000
  • Total Participants
    180
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Great

Peer Group Plans

Company Rating
NWP Enterprises 66.9
Long Island Pipe Supply 66.0
Pan-Pacific Holdings 65.0
Vermont Heating & Ventilating Company 61.6
Kroeschell Engineering Company 59.6
The Hardy 55.3
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Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard 500 Index 17%
18%
Morley Stable Value Fund 12%
N/A
Metropolitan West Total Return Bond 12%
46%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
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Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Plante & Moran, PLLC
Recordkeeper
Alliance Benefit Group
Consultant
Alliance Benefit Group
Auditor
Mrpr Group, CPAS & Advisors

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