Overview

Plan Rating

BrightScope Rating
69
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (71)
Highest in Peer Group (85)

Plan Description

Aeries Enterprises, LLC Employees 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances. Aeries Enterprises, LLC Employees 401k Savings Plan currently has over 300 active participants and over $16.8M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (69) and the top rated plan (85) could equate to:
8
Additional years of work
139,301
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1100 Carillon Point
  • Location
    Kirkland , WA
  • 98033
  • Industry
    Manufacturing
  • Administrator
    Scott Buckley
  • Net Plan Assets
    $16,800,000
  • Total Participants
    310
  • Avg Account Balance
    $60,000

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:
Average Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Poclain Hydraulics 74.6
Iba USA 73.1
Kellogg Supply 72.9
Fillauer Companies 63.9
Static Control Companies 58.0
Coin Acceptors 55.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Charles Schwab Managed Retirement 17%
N/A
Wells Fargo Growth 12%
30%
Morley Stable Value Fund 11%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Charles Schwab
Auditor
Moss Adams

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?
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