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Original filing (PDF)20250723122216NAL0002006339001
PRIME AE GROUP, INC.
Form 5500
FILING_RECEIVED
PRIME AE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
431
Accounts w/ balance
468
Plan assets (EOY)
$44.0M
Net assets (EOY)
$44.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 PRIME AE GROUP, INC..
Plan sponsor
Name
PRIME AE GROUP, INC.
EIN
26-0546656
Address
8415 PULSAR PL STE 300 · COLUMBUS, OH · 432404032
Phone
(614) 839-0250
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
THE ANGELL PENSION GROUP, INC.
EIN
04-2530412
City
EAST PROVIDENCE, RI
Phone
(401) 438-9250
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $11K | — |
Investments
32 direct securities · 1 pooled fund· $44.0M(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
$41.0M
32 holdings
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund - R6 | — | — | — | $5.5M | 12.4% | |
| Vanguard 500 Index Fund - Adm | — | — | — | $5.1M | 11.6% | |
| Fidelity Freedom 2025 Fund - K6 | — | — | — | $3.5M | 7.9% | |
| Fidelity Freedom 2030 Fund - K6 | — | — | — | $3.4M | 7.7% | |
| Fidelity Freedom 2050 Fund - K6 | — | — | — | $3.2M | 7.3% | |
| Fidelity Freedom 2040 Fund - K6 | — | — | — | $3.1M | 7.0% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.8% | |
| Fidelity Freedom 2045 Fund - K6 | — | — | — | $3.0M | 6.7% | |
| Fidelity Freedom 2035 Fund - K6 | — | — | — | $2.5M | 5.7% | |
| Fidelity Freedom 2055 Fund - K6 | — | — | — | $1.5M | 3.4% | |
| JP Morgan Mid Cap Growth Fund - R6 | — | — | — | $1.1M | 2.5% | |
| Allspring Core Bond Fund - R6 | — | — | — | $917K | 2.1% | |
| Fidelity Freedom 2060 Fund - K6 | — | — | — | $903K | 2.0% | |
| Vanguard Total International Stock Fund - Am | — | — | — | $818K | 1.9% | |
| Allspring Special Mid Cap Value Fund - R6 | — | — | — | $731K | 1.7% | |
| MFS Value Fund - R6 | — | — | — | $728K | 1.7% | |
| Vanguard Total Bond Market Fund - Adm | — | — | — | $549K | 1.2% | |
| Vanguard Mid Cap Index Fund - Adm | — | — | — | $525K | 1.2% | |
| Fidelity Freedom 2020 Fund - K6 | — | — | — | $521K | 1.2% | |
| American Century Small Cap Value Fund - R6 | — | — | — | $480K | 1.1% | |
| MFS International Growth Fund - R6 | — | — | — | $478K | 1.1% | |
| Vanguard Small Cap Index Fund - Adm | — | — | — | $404K | 0.9% | |
| JP Morgan Emerging Markets Equity Fund - R6 | — | — | — | $393K | 0.9% | |
| American Century Small Cap Growth Fund - R6 | — | — | — | $353K | 0.8% | |
| MFS Total Return Fund - R6 | — | — | — | $314K | 0.7% | |
| Participants Participant loans due through 2032 Rates from 3.75% to 9.50% - | — | — | — | $306K | 0.7% | |
| Fidelity Freedom 2065 Fund - K6 | — | — | — | $292K | 0.7% | |
| Principal Real Estate Securities Fund - R6 | — | — | — | $204K | 0.5% | |
| Vanguard International Value Fund | — | — | — | $114K | 0.3% | |
| Fidelity Freedom 2010 Fund - K6 | — | — | — | $76K | 0.2% | |
| DFA Inflation-Protected Securities Fund | — | — | — | $59K | 0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $20K | <0.1% | |
| Fidelity Freedom 2015 Fund - K6 | — | — | — | $16K | <0.1% |
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