AEROTEC 401(K) RETIREMENT PLAN

  • Address: 6100 4TH AVE SOUTH, SUITE 300,SEATTLE,WA
  • Contact person: JOSEPH BURT
  • Phone: (206) 486-1210
Investment Options of AEROTEC 401(K) RETIREMENT PLAN (as of 2022)
AMERICAN FUNDS 2010 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2020 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2025 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2030 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2035 TD (JOHN HANCOCK USA)
Click for all funds ↓↓↓
AMERICAN FUNDS 2040 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2045 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2050 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2055 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2060 TD (JOHN HANCOCK USA)
AMERICAN FUNDS 2065 TD (JOHN HANCOCK USA)
AMERICAN CENTURY EM FUND (JOHN HANCOCK USA)
COHEN & STEERS REAL ESTATE (JOHN HANCOCK USA)
DFA INTERNATIONAL VALUE (JOHN HANCOCK USA)
DFA US TARGETED VALUE FUND (JOHN HANCOCK USA)
FIDELITY MID CAP INDEX FUND (JOHN HANCOCK USA)
HARTFORD MIDCAP FUND (JOHN HANCOCK USA)
MFS MID CAP VALUE FUND (JOHN HANCOCK USA)
TIAA-CREF SMALL-CAP BLEND IDX (JOHN HANCOCK USA)
VANGUARD EXPLORER FUND (JOHN HANCOCK USA)
VANGUARD INTERNATIONAL VALUE (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
AMERICAN FUNDS EUROPAC GROWTH (JOHN HANCOCK USA)
AMERICAN FUNDS FUNDAMENTAL INV (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
WASHINGTON MUTUAL INVESTORS (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
MFS VALUE FUND (JOHN HANCOCK USA)
VANGUARD EQUITY-INCOME FUND (JOHN HANCOCK USA)
VANGUARD TOTAL INTL STOCK IDX (JOHN HANCOCK USA)
VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK USA)
AF AMERICAN BALANCED FUND (JOHN HANCOCK USA)
BLACKROCK HIGH EQUITY INCOME (JOHN HANCOCK USA)
VANGUARD BALANCED INDEX FUND (JOHN HANCOCK USA)
DFA INFLATION-PROTECTED SEC (JOHN HANCOCK USA)
LORD ABBETT HIGH YIELD FUND (JOHN HANCOCK USA)
PGIM TOTAL RETURN BOND FUND (JOHN HANCOCK USA)
VANGUARD INTERM-TERM BOND IDX (JOHN HANCOCK USA)
VANGUARD TOTAL BOND MARKET IDX (JOHN HANCOCK USA)
INVESCO PREMIER US GOVT MONEY (JOHN HANCOCK USA)
LORD ABBETT SHORT DURATION INC (JOHN HANCOCK USA)

AEROTEC 401(K) RETIREMENT 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 AEROTEC 401(K) RETIREMENT PLAN is $6,525,424.00.This plan was established in 2017.

At the end of 2022, the total number of retirement plan participants in AEROTEC 401(K) RETIREMENT PLAN is 244

In 2022, the average participant retirement account value for AEROTEC 401(K) RETIREMENT PLAN is $26,743.00

In 2022, the estimated average employee contribution amount per participant for AEROTEC 401(K) RETIREMENT PLAN is $4,407.00

In 2022, the estimated average employer match for an employee in AEROTEC 401(K) RETIREMENT PLAN is approximately $1,574.00

In 2022, AEROTEC 401(K) RETIREMENT PLAN allocates $384,165.00 to match its employees' contributions, providing an employer match rate of 37.82% of their contributions

In 2022, the total retirement plan asset growth rate of AEROTEC 401(K) RETIREMENT PLAN is -19.58%

In 2022, the estimated aggregate retirement account investment gain/loss for AEROTEC 401(K) RETIREMENT PLAN is -18.21%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AEROTEC 401(K) RETIREMENT PLAN is 0.65%.

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