Original filing (PDF)20250624051711NAL0003905299001

AEE HOLDINGS, LLC

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

Form 5500-SF

FILING_RECEIVED

AEE HOLDINGS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

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

Plan sponsor

Name

AEE HOLDINGS, LLC

EIN

45-3629229

Address

225 E ROBINSON STREET · SUITE 215 · ORLANDO, FL · 32801

Phone

(407) 644-2531

Industry

Admin Support & Waste Mgmtsee 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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

CECERE BISHOP HOLDINGS, LLC

CECERE BISHOP HOLDINGS, LLC 401(K) PLAN

$815K · 20 participants

TARVOS TALENT, LLC

TARVOS TALENT, LLC 401(K) AND PROFIT SHARING PLAN

$813K · 19 participants

VANDERHOUWEN & ASSOCIATES, INC.

VANDERHOUWEN & ASSOCIATES NEW 401(K) PLAN

$816K · 76 participants

AVIATION PERSONNEL INTERNATIONAL

API PROFIT SHARING 401(K) PLAN

$817K · 4 participants

MK PERSONNEL LLC

MK SEARCH AND HUNTER+SAGE 401(K) RETIREMENT PLAN