Back to filter
Original filing (PDF)20251009144707NAL0004008003001
AMERICAN ENGINEERING & DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
AMERICAN ENGINEERING & DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
510
Accounts w/ balance
488
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN ENGINEERING & DEVELOPMENT CORPORATION.
Plan sponsor
Name
AMERICAN ENGINEERING & DEVELOPMENT CORPORATION
EIN
59-1480029
Address
11765 WEST OKEECHOBEE ROAD · HIALEAH GARDENS, FL · 33018
Phone
(305) 825-9800
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $39K | — |
Investments
31 direct securities · 1 pooled fund· $21.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$20.9M
31 holdings
Common Collective Trust
$583K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Large Cap Index Fund Institutional 2 Class | — | — | — | $4.6M | 21.0% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $3.1M | 13.9% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $2.5M | 11.2% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $1.7M | 7.6% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $1.4M | 6.4% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $1.3M | 5.7% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $1.0M | 4.5% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $974K | 4.4% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 4.25% - 9.50%, various maturities. | — | — | — | $938K | 4.2% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $764K | 3.5% | |
| Fidelity 500 Index Fund | — | — | — | $652K | 3.0% | |
| CT STABLE INC I-35 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 052 | Common Collective Trust | — | — | $583K | 2.6% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $540K | 2.4% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $335K | 1.5% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class | — | — | — | $229K | 1.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $106K | 0.5% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class ** 982 Federated Hermes MDT Mid Cap Growth Fund Class R6 | — | — | — | $105K | 0.5% | |
| Fidelity International Capital Appreciation K6 Fund | — | — | — | $94K | 0.4% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $92K | 0.4% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $70K | 0.3% | |
| American Century Small Cap Value Fund R6 Class | — | — | — | $69K | 0.3% | |
| JP Morgan U.S. Equity Fund Class R6 | — | — | — | $66K | 0.3% | |
| Allspring Special Mid Cap Value Fund Class R6 | — | — | — | $47K | 0.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $46K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $40K | 0.2% | |
| Victory Sophus Emerging Markets Fund Class R6 | — | — | — | $36K | 0.2% | |
| JP Morgan Govermemt Bond Fund Class R6 | — | — | — | $32K | 0.1% | |
| Allspring Real Return Fund Class R6 | — | — | — | $30K | 0.1% | |
| American Funds American Mutual Fund Class R-6 | — | — | — | $23K | 0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class | — | — | — | $18K | <0.1% | |
| Fidelity Total Bond K6 Fund | — | — | — | $17K | <0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class | — | — | — | $2K | <0.1% |