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Original filing (PDF)20250821085518NAL0003993441001
AETREX, INC.
Form 5500
FILING_RECEIVED
AETREX, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
122
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AETREX, INC..
Plan sponsor
Name
AETREX, INC.
EIN
13-2643848
Address
414 ALFRED AVENUE · TEANECK, NJ · 07666
Phone
(201) 833-2700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RPCP | 04-3046611 | — | NONE | $26K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
43 direct securities · 1 pooled fund· $10.8M(99% 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
$10.5M
43 holdings
Common Collective Trust
$332K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Fund " | — | — | — | $1.9M | 17.1% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $993K | 9.1% | |
| Vanguard 500 Index Adm Fund Mutual fund | — | — | — | $914K | 8.4% | |
| BlackRock 60/40 Target Allocation K Fund " | — | — | — | $671K | 6.2% | |
| Vanguard Balanced Index Adm Fund " | — | — | — | $569K | 5.2% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $544K | 5.0% | |
| Vanguard Information Tech Index Adm Fund " | — | — | — | $485K | 4.5% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $456K | 4.2% | |
| TCW MetWest Total Return Bond Plan Fund " | — | — | — | $394K | 3.6% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $332K | 3.0% | |
| BlackRock 40/60 Target Allocation K Fund " | — | — | — | $329K | 3.0% | |
| Vanguard Mid Cap Index Adm Fund " | — | — | — | $308K | 2.8% | |
| AB Small Cap Growth Portfolio Z Fund " | — | — | — | $259K | 2.4% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $246K | 2.3% | |
| Vanguard Small-Cap Index Adm Fund " | — | — | — | $241K | 2.2% | |
| DFA Real Estate Securities Portfolio I DFA 0 227 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $240K | 2.2% | |
| BlackRock 80/20 Target Allocation K Fund " | — | — | — | $227K | 2.1% | |
| Vanguard Value Index Adm Fund " | — | — | — | $160K | 1.5% | |
| Vanguard Equity Income Adm Fund " | — | — | — | $141K | 1.3% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $139K | 1.3% | |
| Vanguard Health Care Index Adm Fund " | — | — | — | $136K | 1.3% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | — | — | — | $135K | 1.2% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $128K | 1.2% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $119K | 1.1% | |
| American Funds EuroPacific Growth R6 Fund " | — | — | — | $98K | 0.9% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $98K | 0.9% | |
| Vanguard Mid-Cap Value Index Adm Fund " | — | — | — | $75K | 0.7% | |
| Vanguard Total Bond Market Index Adm Fund " | — | — | — | $73K | 0.7% | |
| American Funds New Perspective R6 Fund " | — | — | — | $62K | 0.6% | |
| Vanguard Consumer Staples Index Adm Fund " | — | — | — | $60K | 0.5% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $50K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Fund " | — | — | — | $49K | 0.4% | |
| American Funds SMALLCAP World R6 Fund " | — | — | — | $42K | 0.4% | |
| BlackRock 20/80 Target Allocation K Fund " | — | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $30K | 0.3% | |
| DFA Emerging Markets Portfolio Inst Fund " | — | — | — | $25K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I Fund " | — | — | — | $20K | 0.2% | |
| Vanguard Inflation-Protected Securities Adm Fund " | — | — | — | $16K | 0.1% | |
| Baird Aggregate Bond Inst Fund " | — | — | — | $15K | 0.1% | |
| DFA Real Estate Securities Portfolio I Fund " ** 227 * Vanguard Target Retirement Income Fund " | — | — | — | $15K | 0.1% | |
| Vanguard Total Stock Market Index Adm Fund Mutual fund | — | — | — | $13K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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