Original filing (PDF)20250905112525NAL0010319203001

R. W.DAKE & CO., INC.

Name: R. W.DAKE & CO., INC. — R W DAKE & CO INC 401(K) PLAN, Form 5500 (2024)
Creator: R. W.DAKE & CO., INC.

Form 5500-SF

FILING_RECEIVED

R W DAKE & CO INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R. W.DAKE & CO., INC..

Plan sponsor

Name

R. W.DAKE & CO., INC.

EIN

16-0842044

Address

100 BLUFF DR · E ROCHESTER, NY · 14445

Phone

(585) 381-2500

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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