Allied Electronics, Incorporated

76
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (61)
Highest in Peer Group (85)

Plan Description

Allied Electronics, Inc. 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 76, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Allied Electronics, Inc. 401k Plan currently has over 900 active participants and over $63.4M in plan assets.

Did you know?

For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (76) and the top rated plan (85) could equate to:
6
Additional years of work
*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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7151 Jack Newell Blvd. S.
  • Location
    Fort Worth , TX
  • 76118
  • Industry
    Electronic Shopping and Mail-Order Houses
  • Administrator
    Patti Crozier
  • Net Plan Assets
    $63,400,000
  • Total Participants
    950
  • Avg Account Balance
    $72,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Digital River 81.2
Liquidity Services 75.7
BGE, Ltd. 71.1
MBl, lnc. 69.9
Systemax 68.7
Replacements, Ltd. 66.7
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 30%
69%
Fidelity Contrafund 9%
78%
Fidelity Blue Chip Growth 8%
85%
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
GBS Retirement Services, Inc.
Investment Adviser
Strategic Advisors
Recordkeeper
Fidelity
Auditor
Whitley Penn Financial, LLP

Articles and Questions

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