Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
R. W. DAKE & CO., INC.
EIN 16-0842044ConstructionLatest filing 2025
Plans
2
Retirement
2
$40.2M assets
Welfare
0
Participants
239
100 BLUFF DR - E ROCHESTER, NY 14445585-381-2500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $40.2M assets / 239 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
R. W. DAKE & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$29.7M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
R W DAKE & CO INC 401(K) PLAN
401k
Assets$10.5M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | R. W. DAKE & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $29.7M | 110 | 2025 | |
| 002 | R W DAKE & CO INC 401(K) PLAN | 401k | $10.5M | 129 | 2025 |
Retirement plans