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A. Duda & Sons, Inc.

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

A. Duda & Sons, Inc.

77
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
77
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (83)
Highest in Peer Group (92)

Plan Description

A. Duda & Sons, Inc. Retirement and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances. A. Duda & Sons, Inc. Retirement and Savings Plan currently has over 1,000 active participants and over $112.0M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (77) and the top rated plan (92) could equate to:
11
Additional years of work
105,700
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address P.o. Box 620257
  • Location
    Oviedo , FL
    • 32762-0257
  • Industry
    Agriculture, Forestry, Fishing and Hunting
  • Administrator
    Mark E. Engwall
  • Net Plan Assets
    $112,000,000
  • Total Participants
    1,100
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
SiteOne Landscape Supply 71.3
The Wonderful Company LLC 66.6
Freshfields Farm 62.5
Ben Hill Griffin 56.3
Datepac, LLC 55.4
Teufel Nursery 53.9

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Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 48%
1%
T. Rowe Price Blue Chip Growth 6%
67%
T. Rowe Price Mid-Cap Growth 6%
82%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
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Investment Adviser
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Auditor
Vestal & Wiler

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