How big is AE Group, Inc.'s plan?

AE Group, Inc.'s plan reported $359K in assets and 18 participants for 2024.

Original filing (PDF)20250919193540NAL0003025152001

AE Group, Inc.

Name: AE Group, Inc. — AE Group, Inc. 401(k) Plan, Form 5500 (2024)
Creator: AE Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AE Group, Inc. 401(k) Plan

401(k) retirement plan · AE Group, Inc.'s AE Group, Inc. 401(k) Plan held $359K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

Plan identifiers

AE Group, Inc.'s EIN is 26-0889259.

EIN 26-0889259

Plan number 001

Plan year 2024

ACK ID 20250919193540NAL0003025152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AE Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AE Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AE GROUP, INC.

EIN

all filings

Address

1108 DUTCH VALLEY DR. · KNOXVILLE, TN · 37918

Phone

(865) 414-4564

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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