Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (76)
Highest in Peer Group (93)

Plan Description

Dahlin Group, Inc. 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Dahlin Group, Inc. 401k Retirement Plan currently has over 100 active participants and over $20.5M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (76) and the top rated plan (93) could equate to:
13
Additional years of work
76,786
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5865 Owens Drive
  • Location
    Pleasanton , CA
  • 94588
  • Industry
    Architectural Services
  • Administrator
    Lowell Hawkins
  • Net Plan Assets
    $20,500,000
  • Total Participants
    170
  • Avg Account Balance
    $140,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Peer Group Plans

Company Rating
McDonough Bolyard Peck 76.3
The S/L/A/M Collaborative 75.0
Savin Engineers, P.C. 74.0
McLaughlin Research 72.3
Delex Systems 70.5
WTI 61.7
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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
American Funds Growth Fund of America 12%
11%
T. Rowe Price Health Sciences 10%
56%
JPMorgan SmartRetirement 9%
55%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Verisight, Inc.
Recordkeeper
JPMorgan
Auditor
Mowat Mackie Anderson