ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST

Plan Contact

  • Address: 1601 KEOKUK AVE,SPIRIT LAKE,IA
  • Contact person: BRAD PRICE
  • Phone: (712) 336-3933

Plan General Information

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is $3,475,976.00.This plan was established in 1992.

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is 153

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Average Participant Retirement Account Value

In 2014, the average participant retirement account value for ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is $22,718.00

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is $1,252.00.

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is approximately $146.00
Investing in this additonal $146.00 for 20 years would give you extra $9,348.00, assuming a 10% annual return.

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Total Employer Contribution and Match Rate

In 2014, ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST allocates $22,349.00 to match its employees' contributions, providing an employer match rate of 23.33% of their contributions

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is 8.41%.

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is 6.34%. This measures the effectiveness of the plan participants' investments in the year.

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST Expense Ratio

In 2014, the investment and administrative expense ratio of ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST is 0.04%.

Enrollment Features

ROC MANAGEMENT & ASSOCIATES, INC P/S 401(K) PLAN & TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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