Original filing (PDF)20250528095724NAL0017349042002

AE HOLDINGS USA, LLC

Name: AE HOLDINGS USA, LLC — AE HOLDINGS USA, LLC 401(K) PLAN, Form 5500 (2024)
Creator: AE HOLDINGS USA, LLC

Form 5500-SF

FILING_RECEIVED

AE HOLDINGS USA, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AE HOLDINGS USA, LLC.

Plan sponsor

Name

AE HOLDINGS USA, LLC

EIN

33-1124745

Address

555 BIRCH CREEK ROAD · MCLEANSVILLE, NC · 27301

Phone

(336) 333-9225

Industry

Wholesale Tradesee 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

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

CLIPPER CORPORATION

EMPLOYEE BENEFIT PLAN OF CLIPPER CORPORATION

$4.4M · 28 participants

RARIDON & ASSOCIATES ORTHOPEDICS, INC.

RARIDON & ASSOCIATES ORTHOPEDICS, INC. 401(K) PLAN

$4.4M · 24 participants

BARBOY PRODUCTS, INC.

BARBOY PRODUCTS, INC 401(K) PLAN

$4.4M · 47 participants

BUCYRUS EQUIPMENT CO., INC.

BUCYRUS EQUIPMENT CO., INC. 401(K) PLAN

$4.4M · 56 participants

TIDES MEDICAL, LLC

TIDES MEDICAL, LLC 401K PLAN

$4.4M · 106 participants