Plan Snapshot
- Plan Sponsor: R. W. Dake & Co., INC.
- Sponsor EIN: 160842044
- Sponsor Address: 100 BLUFF DR, E ROCHESTER, NY, 14445
- Plan Type: DC
- Plan Number: 003
- Total Participants: 110
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 110 | $29.7M | $0 | $0 |
| 2024 | 90 | $8.4M | $508,258 | $0 |