Aks Engineering & Forestry 401(k) match, vesting and fees
What Aks Engineering & Forestry's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Delap LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Aks Engineering & Forestry: employer contribution per participant | $2,756 | |
| Peer median | $2,521 |
| Aks Engineering & Forestry: average balance | $80,502 | |
| Peer median | $75,833 |
| Aks Engineering & Forestry: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17.7M at the end of plan year 2021 to $30.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 425 | $30.3M | $1M | $2,756 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 402 | $24M | $972K | $2,808 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 371 | $17.3M | $906K | $2,813 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 327 | $17.7M | $695K | $2,517 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Aks Engineering & Forestry match 401(k) contributions?
The match terms for the Aks Engineering and Forestry Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $2,756 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aks Engineering & Forestry 401(k) match vested?
The vesting schedule for the Aks Engineering and Forestry Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aks Engineering & Forestry 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Aks Engineering & Forestry, LLC.
I left Aks Engineering & Forestry. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aks Engineering & Forestry, LLC, (503) 563-6151) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Aks Engineering & Forestry old 401(k) page lists the contacts from every plan filing. Find an old Aks Engineering & Forestry 401(k)
Data from the public Form 5500 annual reports Aks Engineering & Forestry filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Aks Engineering & Forestry. Not financial advice. Report a correction · Methodology