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Original filing (PDF)20250829052035NAL0018908592001
AEM, INC.
Form 5500
FILING_RECEIVED
INTERSTATE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
244
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AEM, INC..
Plan sponsor
Name
AEM, INC.
EIN
53-0220544
Address
5801 ROLLING ROAD · SPRINGFIELD, VA · 22152
Phone
(703) 226-3252
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
18 direct securities · 10 pooled funds· $18.5M(100% of reported assets)
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.
Registered Investment Companies
$13.9M
18 holdings
Common Collective Trust
$4.6M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.4M | 18.2% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $2.3M | 12.6% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $1.6M | 8.6% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.5M | 8.0% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $1.4M | 7.3% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $878K | 4.7% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $794K | 4.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $737K | 4.0% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $615K | 3.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $578K | 3.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $556K | 3.0% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $550K | 3.0% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $534K | 2.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $517K | 2.8% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $491K | 2.6% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $412K | 2.2% | |
| EMERGING MARKETS FUND II I1 WILMINGTON TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $358K | 1.9% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $350K | 1.9% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $246K | 1.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $200K | 1.1% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $124K | 0.7% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $119K | 0.6% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $104K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $68K | 0.4% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $66K | 0.4% | |
| AMERCENT ONE CHOICE 2060 R6 | Registered Investment Companies | — | — | $36K | 0.2% | |
| AMC ONE CHOICE 2065 PORT R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| EMERGING MKTS I1 WILMINGTON TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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