Assets by plan
Share of aggregate retirement assets
- CO INC 401(K) (#002)$10.5M
Filings through .
Top hat
R. W. Dake & Co., Inc.
EIN 16-0842044ConstructionLatest filing 2025
Plans
2
Retirement
2
$40.2M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
R. W. DAKE & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$29.7M
Participants110
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
R W DAKE & CO INC 401(K) PLAN
401(k)
Assets$10.5M
Participants129
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| 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 | 401(k) | $10.5M | 129 | 2025 |
- #003 · ESOP · 2025110
- #002 · 401(k) · 2025129
Retirement plans