AES 401(K) PLAN

  • Address: 8370 W HILLSBOROUGH AVENUE,,TAMPA,FL
  • Phone: (941) 447-9694
Investment Options of AES 401(K) PLAN (as of 2022)
BLACKROCK LIFEPATH INDEX 2060 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2045 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2030 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2040 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2025 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
FIDELITY CONTRAFUND (JOHN HANCOCK USA)
VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA)
MID CAP INDEX FUND (JOHN HANCOCK USA)
CAPITAL WORLD GROWTH & INCOME (JOHN HANCOCK USA)
RELIANCE METLIFE STABLE VALUE (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2065 (JOHN HANCOCK USA)
SMALL CAP INDEX FUND (JOHN HANCOCK USA)
JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA)
AMERICAN FUNDS NEW PERSPECTIVE (JOHN HANCOCK USA)
VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
INTL EQUITY INDEX FUND (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX RET (JOHN HANCOCK USA)
WISDOMTREE MIDCAP DIVIDEND ETF (JOHN HANCOCK USA)
PARNASSUS CORE EQUITY FUND (JOHN HANCOCK USA)
TOTAL BOND MARKET FUND (JOHN HANCOCK USA)
JOHN HANCOCK BOND FUND (JOHN HANCOCK USA)
SMALL CAP VALUE FUND (JOHN HANCOCK USA)
DFA INTL SMALL CAP VALUE (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2055 (JOHN HANCOCK USA)
500 INDEX FUND (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2035 (JOHN HANCOCK USA)
BLACKROCK LIFEPATH INDEX 2050 (JOHN HANCOCK USA)

AES 401(K) PLAN has the following features:
    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 AES 401(K) PLAN is $1,977,915.00.This plan was established in 2017.

At the end of 2022, the total number of retirement plan participants in AES 401(K) PLAN is 193

In 2022, the average participant retirement account value for AES 401(K) PLAN is $10,248.00

In 2022, the estimated average employee contribution amount per participant for AES 401(K) PLAN is $3,227.00

In 2022, the estimated average employer match for an employee in AES 401(K) PLAN is approximately $805.00

In 2022, AES 401(K) PLAN allocates $155,378.00 to match its employees' contributions, providing an employer match rate of 26.03% of their contributions

In 2022, the total retirement plan asset growth rate of AES 401(K) PLAN is 39.74%

In 2022, the estimated aggregate retirement account investment gain/loss for AES 401(K) PLAN is -14.79%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of AES 401(K) PLAN is 1.35%.

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