Overview

Plan Rating

BrightScope Rating
64
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (67)
Highest in Peer Group (92)

Plan Description

Kenmore Air Harbor, Inc. Profit Sharing 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Account Balances. Kenmore Air Harbor, Inc. Profit Sharing 401k Plan and Trust currently has over 100 active participants and over $6.7M in plan assets.

Did you know?

For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (64) and the top rated plan (92) could equate to:
18
Additional years of work
129,132
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 6321 Ne 175th Street
  • Location
    Kenmore , WA
  • 98028-0064
  • Industry
    Transportation and Warehousing
  • Administrator
    Todd Banks
  • Net Plan Assets
    $6,690,000
  • Total Participants
    120
  • Avg Account Balance
    $70,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Great
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Morley Stable Value Fund 18%
N/A
Vanguard Growth Index 12%
50%
Vanguard Intermediate-Term Bond Index 12%
3%
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
Credit Union Employees' Retirement Association (USI Consulting)
Recordkeeper
Credit Union Employees' Retirement Association (USI Consulting)
Auditor
Peterson Sullivan

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question