FROEHLING & ROBERTSON, INC. 401(K) PLAN

  • Address: 3015 DUMBARTON ROAD,RICHMOND,VA
  • Contact person: TERESA CAREY
  • Phone: (804) 264-2701
Investment Options of FROEHLING & ROBERTSON, INC. 401(K) PLAN (as of 2022)
INDEXSELECT AGGRESSIVE (AST WILMINGTON TRUST)
MY RETIREMENT PATH INDEX AGGR 2035 (AST WILMINGTON TRUST)
PUTNAM RETIREMENT ADVANTAGE 2060 (PUTNAM INVESTMENTS CIT)
INDEXSELECT MODERATE 2055 (AST WILMINGTON TRUST)
INDEXSELECT MODERATE 2045 (AST WILMINGTON TRUST)
Click for all funds ↓↓↓
MY RETIREMENT PATH INDEX AGGR (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE 2035 (AST WILMINGTON TRUST)
PUTNAM RETIREMENT ADVANTAGE MAT X (PUTNAM INVESTMENTS CIT)
PUTNAM RETIREMENT ADVANTAGE 2050 (PUTNAM INVESTMENTS CIT)
MY RETIREMENT PATH INDEX MOD 2055 (AST WILMINGTON TRUST)
MY RETIREMENT PATH INDEX MOD 2045 (AST WILMINGTON TRUST)
MY RETIREMENT PATH INDEX CONSV (AST WILMINGTON TRUST)
INDEXSELECT CONSERVATIVE 2055 (AST WILMINGTON TRUST)
PUTNAM RETIREMENT ADVANTAGE 2025 (PUTNAM INVESTMENTS CIT)
INDEXSELECT CONSERVATIVE 2025 (AST WILMINGTON TRUST)
PUTNAM RETIREMENT ADVANTAGE 2055 (PUTNAM INVESTMENTS CIT)
PUTNAM RETIREMENT ADVANTAGE 2045 (PUTNAM INVESTMENTS CIT)
PUTNAM RETIREMENT ADVANTAGE 2040 (PUTNAM INVESTMENTS CIT)
MY RETIREMENT PATH INDEX MOD 2025 (AST WILMINGTON TRUST)
MY RETIREMENT PATH INDEX AGGR 2045 (AST WILMINGTON TRUST)
INDEXSELECT MODERATE 2035 (AST WILMINGTON TRUST)
INDEXSELECT MODERATE RETIRE FUND (AST WILMINGTON TRUST)
INDEXSELECT MODERATE 2025 (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE 2045 (AST WILMINGTON TRUST)
INDEXSELECT CONSERVATIVE RET FUND (AST WILMINGTON TRUST)
PUTNAM RETIREMENT ADVANTAGE 2030 (PUTNAM INVESTMENTS CIT)
MY RETIREMENT PATH INDEX MODERATE (AST WILMINGTON TRUST)
MY RETIREMENT PATH INDEX MOD 2035 (AST WILMINGTON TRUST)
INDEXSELECT AGGRESSIVE 2055 (AST WILMINGTON TRUST)
PUTNAM RETIREMENT ADVANTAGE 2035 (PUTNAM INVESTMENTS CIT)

FROEHLING & ROBERTSON, INC. 401(K) 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.

At the end of 2022, the total retirement plan assets of FROEHLING & ROBERTSON, INC. 401(K) PLAN is $18,574,459.00.This plan was established in 1981.

At the end of 2022, the total number of retirement plan participants in FROEHLING & ROBERTSON, INC. 401(K) PLAN is 378

In 2022, the average participant retirement account value for FROEHLING & ROBERTSON, INC. 401(K) PLAN is $49,138.00

In 2022, the estimated average employee contribution amount per participant for FROEHLING & ROBERTSON, INC. 401(K) PLAN is $3,206.00

In 2022, the estimated average employer match for an employee in FROEHLING & ROBERTSON, INC. 401(K) PLAN is approximately $826.00

In 2022, FROEHLING & ROBERTSON, INC. 401(K) PLAN allocates $312,273.00 to match its employees' contributions, providing an employer match rate of 24.78% of their contributions

In 2022, the total retirement plan asset growth rate of FROEHLING & ROBERTSON, INC. 401(K) PLAN is -13.46%

In 2022, the estimated aggregate retirement account investment gain/loss for FROEHLING & ROBERTSON, INC. 401(K) PLAN is -13.80%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of FROEHLING & ROBERTSON, INC. 401(K) PLAN is 0.17%.

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