Profile
Allied Electronics, Inc 401(K) in Fort Worth, TX is in Fort Worth, TX, its EIN is 752110357, its industry group is Electronic Shopping and Mail-Order Houses, its plan administrator is Manisha Kadoche, is covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, has total assets of $50M to $100M, its business code is 454110, has 1,000 to 4,999 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and yield on beginning-of-plan-year total assets (4 total), is better than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (the entire set of 5), and is higher than the overall administrative medians in each of investment advisory and management fees, other administrative expenses, and total administrative expenses.
Numeric values:
- total assets at beginning of plan year ($108,383,677)
- net assets (assets minus liabilities) ($87.90M)
- total assets ($87,885,973)
- value of interest in registered investment companies (e.g., mutual funds) ($79.50M)
- total expenses ($11,744,829)
- total contributions ($11,681,471)
- value of interest in common/collective trusts ($6,485,282)
- cash contributions from participants ($6,433,630)
- cash contributions from employers ($4,146,373)
- participant loans ($1,891,599)
- total administrative expenses ($71,905)
- average account balance ($67,397)
- investment advisory and management fees ($49,552)
- other administrative expenses ($22,353)
- average participant cash contribution per active participant ($5,930)
- average employer cash contribution per active participant ($3,822)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($1,847)
- total administrative expense per participant ($55.14)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- net income per total participant (-$15,719)
- total income (-$8,752,875)
- earnings on investments (-$20,434,346)
- net earnings on investments (-$20,483,898)
- net income (-$20,497,704)
- percentage of active participants (83.2%)
- diversity of asset types (11.5%)
- participant loans as a percentage of plan assets (2.15%)
- total administrative expense ratio (0.082%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-18.90%)
- active participants (1,085)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (1,304)
- other retired or separated participants entitled to future benefits (217)
- retired or separated participants receiving benefits (2)
- total participants (1,304)