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Original filing (PDF)20250924051115NAL0002845603001
AER LINGUS LIMITED
Form 5500
FILING_RECEIVED
AER LINGUS 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
76
Accounts w/ balance
99
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AER LINGUS LIMITED.
Plan sponsor
Name
AER LINGUS LIMITED
EIN
11-3523578
Address
300 JERICHO QUADRANGLE SUITE 130 · JERICHO, NY · 11753
Phone
(516) 622-4115
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRASSI & CO. CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $26K | — |
| PIMCO | 33-0629048 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| COLUMBIA MANAGEMENT INVESTMENT | 93-0577450 | — | NONE | $0 | — |
| AMERICA CENTURY INVESTEMENTS | 44-0619208 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $25.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.7M
26 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COLUMBIA LARGE CAP INDEX INSTL MUTUAL FUND | — | — | — | $6.3M | 24.6% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $5.3M | 20.9% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $3.0M | 11.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.9M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $1.5M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $1.3M | 5.2% | |
| T. ROWE PRICE BALANCED INV MUTUAL FUND | — | — | — | $696K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2015 INV MUTUAL FUND | — | — | — | $629K | 2.5% | |
| AMERICAN CENTURY SMALL CAP VALUE, INV. MUTUAL FUND | — | — | — | $548K | 2.1% | |
| T. ROWE PRICE NEW HORIZONS INV MUTUAL FUND | — | — | — | $501K | 2.0% | |
| T. ROWE PRICE MID-CAP GROWTH INV MUTUAL FUND | — | — | — | $484K | 1.9% | |
| DODGE & COX INTERNATIONAL STOCK FUND I MUTUAL FUND | — | — | — | $398K | 1.6% | |
| T. ROWE PRICE GROWTH STOCK INV MUTUAL FUND | — | — | — | $373K | 1.5% | |
| T. ROWE PRICE EQUITY INCOME INV MUTUAL FUND | — | — | — | $352K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $320K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $257K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $165K | 0.6% | |
| MFS MID CAP VALUE R6 MUTUAL FUND | — | — | — | $147K | 0.6% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $120K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 INV MUTUAL FUND | — | — | — | $81K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $81K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $28K | 0.1% | |
| PIMCO TOTAL RETURN FUND ADM MUTUAL FUND | — | — | — | $14K | <0.1% | |
| T. ROWE PRICE QM US BOND INDEX INV MUTUAL FUND | — | — | — | $9K | <0.1% | |
| T. ROWE PRICE U.S. TREASURY MONEY INV INTEREST-BEARING CASH | — | — | — | $8K | <0.1% | |
| T. ROWE PRICE INTL EQUITY INDEX INV MUTUAL FUND | — | — | — | $3K | <0.1% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $2K | <0.1% |