Original filing (PDF)20251209041401NAL0002598595001

AMERICAN ELECTRIC SUPPLY, INC.

Name: AMERICAN ELECTRIC SUPPLY, INC. — AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: AMERICAN ELECTRIC SUPPLY, INC.

Form 5500

FILING_RECEIVED

AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

Late filing · 0.8 mo100% in single holding100% employer stock

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$11.0M

Net assets (EOY)

$10.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN ELECTRIC SUPPLY, INC..

Plan sponsor

Name

AMERICAN ELECTRIC SUPPLY, INC.

EIN

33-0058413

Address

1872 WEST POMONA ROAD · CORONA, CA · 92880

Phone

(951) 734-7910

Industry

Wholesale Tradesee 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

2025-12-09

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

GELMAN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $10.1M(91% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	American Electric Supply, Inc. 2,819.592 common stock	—	—	$3.4M	$10.1M	91.2%

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