DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN

At the end of 2022, the total retirement plan assets of DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is $13,426,436.This plan was established in 1991.

At the end of 2022, the total number of retirement plan participants in DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is 219

In 2022, the average participant retirement account value for DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is $61,307

In 2022, the estimated average employee contribution amount per participant for DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is $3,844

In 2022, the estimated average employer match for an employee in DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is approximately $391

In 2022, DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN allocates $85,735 to match its employees’ contributions, providing an employer match rate of 10.02% of their contributions

In 2022, the total retirement plan asset growth rate of DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is -24.77%

In 2022, the estimated aggregate retirement account investment gain/loss for DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is -17.22%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN is 0.32%.

Enrollment Features

DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.