Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (35)
Average in Peer Group (64)
Highest in Peer Group (85)

Plan Description

Rozell Industries, Inc. Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 15% of plans for Account Balances. Rozell Industries, Inc. Profit Sharing 401k Plan currently has over 100 active participants and over $9.5M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (66) and the top rated plan (85) could equate to:
10
Additional years of work
109,899
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 129 Park Rd
  • Location
    Queensbury , NY
  • 12804
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    Michael J. Rozell
  • Sponsor
    Michael J Rozell
  • Net Plan Assets
    $9,550,000
  • Total Participants
    140
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 35%
34%
Vanguard US Growth 20%
3%
Dodge & Cox Income 9%
9%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
NBT Bank
Recordkeeper
Epic Retirement Plan Services
Auditor
Uhy LLP

Articles and Questions

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