Mark Wendt signed A&E Incorporated's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A&E Incorporated's EIN is 39-0778827.
Download the official 2025 Form 5500 (PDF) for A&E Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)A&E Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VRAKAS | 39-1453055 | — | ACCOUNTANT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 10.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $937K | 8.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $844K | 7.8% | |
| Insurance company investment contract * Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $733K | 6.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $723K | 6.7% | |
| Vanguard Funds Growth Index Fund | Common Collective Trusts | — | — | $723K | 6.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $705K | 6.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $604K | 5.6% | |
| Vanguard Funds Value Index Fund | Common Collective Trusts | — | — | $516K | 4.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $378K | 3.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $362K | 3.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $351K | 3.2% | |
| s * Principal Capital Appreciation Separate Account | Pooled Separate Accounts | — | — | $267K | 2.5% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $267K | 2.5% | |
| Vanguard Funds Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $215K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $207K | 1.9% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $193K | 1.8% | |
| Vanguard Funds Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $175K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $172K | 1.6% | |
| Dimensional Fund Advisors International Core Equity Portfolio | Mutual Funds | — | — | $172K | 1.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $167K | 1.5% | |
| Eaton Vance Funds Atlanta Capital SMID-Cap Fund | Other securities | — | — | $136K | 1.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $134K | 1.2% | |
| American Funds American Balanced Fund ** 653 Amundi US Funds Pioneer Fundamental Growth Fund | Mutual Funds | — | — | $124K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $115K | 1.1% | |
| Vanguard Funds Long Term Investment Grade Fund | Mutual Funds | — | — | $104K | 1.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $90K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $89K | 0.8% | |
| Vanguard Funds Small Cap Value Index Fund | Common Collective Trusts | — | — | $78K | 0.7% | |
| Vanguard Funds High-Yield Corporate Fund | Mutual Funds | — | — | $57K | 0.5% | |
| (E) | Other securities | — | — | $53K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $53K | 0.5% | |
| Vanguard Funds Small Cap Growth Index Fund | Common Collective Trusts | — | — | $42K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $41K | 0.4% | |
| Vanguard Funds Strategic Equity Fund | Mutual Funds | — | — | $33K | 0.3% | |
| Notes receivable from participants - various * Participants repayment schedules through November 2030 with interest rates from 8.00% to 9.50% - | Bonds / Notes | — | — | $31K | 0.3% | |
| Metropolitan Management Metropolitan West Total Return Bond Fund | Other securities | — | — | $30K | 0.3% | |
| Invesco Funds Oppenheimer International Growth Fund | Mutual Funds | — | — | $29K | 0.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $26K | 0.2% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $12K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% | |
| Janus Henderson Janus Henderson Triton Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Principal SmallCap Separate Account ** 92 * Principal Real Estate Securities Separate Account ** 832 * Principal SmallCap Value II Separate Account ** 91 * Principal International SmallCap Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $832 | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $92 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $91 | <0.1% |
