How big is AEF Management, LLC's plan?

AEF Management, LLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250910142736NAL0013489587001

AEF Management, LLC

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

Form 5500-SF

FILING_RECEIVED

AEF Management 401(k) Plan

401(k) retirement plan · AEF Management, LLC's AEF Management 401(k) Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

AEF Management, LLC's EIN is 46-4184125.

EIN 46-4184125

Plan number 001

Plan year 2024

ACK ID 20250910142736NAL0013489587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AEF Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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