How big is AEE Holdings, LLC's plan?

AEE Holdings, LLC's plan reported $815K in assets and 7 participants for 2024.

Original filing (PDF)20250624051711NAL0003905299001

AEE Holdings, LLC

Name: AEE Holdings, LLC — AEE Holdings, LLC 401(k) Plan, Form 5500 (2024)
Creator: AEE Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AEE Holdings, LLC 401(k) Plan

401(k) retirement plan · AEE Holdings, LLC's AEE Holdings, LLC 401(k) Plan held $815K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

People on this filing

James Moore signed AEE Holdings, LLC's 2024 Form 5500 as plan administrator.

James Moore — 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

AEE Holdings, LLC's EIN is 45-3629229.

EIN 45-3629229

Plan number 001

Plan year 2024

ACK ID 20250624051711NAL0003905299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AEE Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEE HOLDINGS, 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