Valdes Engineering Company

82
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
82
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (51)
Average in Peer Group (77)
Highest in Peer Group (87)

Plan Description

Valdes Engineering Company Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Valdes Engineering Company Retirement Plan currently has over 200 active participants and over $19.0M in plan assets.

Did you know?

For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (82) and the top rated plan (87) could equate to:
4
Additional years of work
31,930
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 100 West 22nd Street Suite 185
  • Location
    Lombard , IL
  • 60148
  • Industry
    Engineering Services
  • Administrator
    Donna M. Valdes
  • Net Plan Assets
    $19,000,000
  • Total Participants
    270
  • Avg Account Balance
    $77,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Average

Peer Group Plans

Company Rating
CiDRA Holdings, LLC 80.8
M&H Enterprises 80.4
Knight Partners, LLC 78.3
LJB 74.8
Archer Well Company 74.0
Duffield Associates 73.7
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

34

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 15%
9%
American Funds Fundamental Investors 9%
77%
American Funds American Balanced 9%
18%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Mesirow Financial
Recordkeeper
Ascensus, Inc.
Auditor
Bkd, LLP

Articles and Questions

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