How big is AEI Management, LLC's plan?

AEI Management, LLC's plan reported $2.5M in assets and 3 participants for 2023.

Original filing (PDF)20240624013216NAL0007735136001

AEI Management, LLC

Name: AEI Management, LLC — AEI Management, LLC 401(k), Form 5500 (2023)
Creator: AEI Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AEI Management, LLC 401(k) Retirement Plan

401(k) retirement plan · AEI Management, LLC's AEI Management, LLC 401(k) Retirement Plan held $2.5M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Young Lee signed AEI Management, LLC's 2023 Form 5500 as plan administrator.

Young Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AEI Management, LLC's EIN is 38-3919877.

EIN 38-3919877

Plan number 001

Plan year 2023

ACK ID 20240624013216NAL0007735136001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AEI Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AEI Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEI MANAGEMENT, LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

AEI MANAGEMENT, LLC

EIN

all filings

Address

1220 BLALOCK RD · #300 · HOUSTON, TX · 77055

Phone

(713) 328-0206

Industry

Mining, Quarrying, Oil & Gas

Plan administrator