ALLIED AVIATION 401(K) SECURITY FUND

Plan Contact

  • Address: P.O. BOX 35236,SARASOTA,FL
  • Contact person: ROBERT L ROSE
  • Phone: (941) 349-0600

Plan General Information

ALLIED AVIATION 401(K) SECURITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ALLIED AVIATION 401(K) SECURITY FUND is $4,530,697.00.This plan was established in 2002.

ALLIED AVIATION 401(K) SECURITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ALLIED AVIATION 401(K) SECURITY FUND is 189

ALLIED AVIATION 401(K) SECURITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ALLIED AVIATION 401(K) SECURITY FUND is $23,971.00

ALLIED AVIATION 401(K) SECURITY FUND Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ALLIED AVIATION 401(K) SECURITY FUND is $3,188.00.

ALLIED AVIATION 401(K) SECURITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ALLIED AVIATION 401(K) SECURITY FUND is approximately $1,243.00
Investing in this additonal $1,243.00 for 20 years would give you extra $79,595.00, assuming a 10% annual return.

ALLIED AVIATION 401(K) SECURITY FUND Total Employer Contribution and Match Rate

In 2023, ALLIED AVIATION 401(K) SECURITY FUND allocates $235,055.00 to match its employees' contributions, providing an employer match rate of 28.58% of their contributions

ALLIED AVIATION 401(K) SECURITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ALLIED AVIATION 401(K) SECURITY FUND is 43.03%.

ALLIED AVIATION 401(K) SECURITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ALLIED AVIATION 401(K) SECURITY FUND is 16.04%. This measures the effectiveness of the plan participants' investments in the year.

ALLIED AVIATION 401(K) SECURITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of ALLIED AVIATION 401(K) SECURITY FUND is 0.45%.

Enrollment Features

ALLIED AVIATION 401(K) SECURITY FUND has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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