How big is AET Inc. Limited's plan?

AET Inc. Limited's plan reported $33.3M in assets and 171 participants for 2024.

Original filing (PDF)20251008153803NAL0006078801001

AET Inc. Limited

Name: AET Inc. Limited — AET Inc. Limited 401(k) Savings, Form 5500 (2024)
Creator: AET Inc. Limited
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AET Inc. Limited 401(k) Savings Plan

401(k) retirement plan · AET Inc. Limited's AET Inc. Limited 401(k) Savings Plan held $33.3M in plan assets for 171 participants in 2024, with Ascensus as recordkeeper.

Active participants

171

Accounts w/ balance

246

Plan assets (EOY)

$33.3M

Net assets (EOY)

$33.3M

People on this filing

Margo P Terrell signed AET Inc. Limited's 2024 Form 5500 as plan administrator.

Margo P Terrell — 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

AET Inc. Limited's EIN is 76-0445673.

EIN 76-0445673

Plan number 001

Plan year 2024

ACK ID 20251008153803NAL0006078801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AET Inc. Limited from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

AET INC. LIMITED

EIN

all filings

Address

1900 WEST LOOP SOUTH · SUITE 920 · HOUSTON, TX · 770273282

Phone

(832) 615-2000

Industry

Transportation & Warehousing

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

2025-10-08

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$30K	—

Investments

49 direct securities· $33.3M(100% of reported assets)

Other securities

$16.5M

22 holdings

Mutual Funds

$12.1M

21 holdings

Common Collective Trusts

$3.6M

3 holdings

Participant loans

$581K

1 holding

Cash / Money Market

$461K

2 holdings

					% of plan
Alger Capital Appreciation A Alger 0	Other securities	—	—	$3.9M	11.7%
Columbia Floating Rate A Columbia 0 2 iShares S&P 500 Index Instl iShares 0	Common Collective Trusts	—	—	$2.8M	8.4%
Columbia Select Large Cap Equity A Columbia 0	Other securities	—	—	$2.1M	6.4%
GM Lord Abbett Short Duration Income A Lord Abbett 0	Mutual Funds	—	—	$1.9M	5.6%
GM Columbia Select Large Cap Value A Columbia 0	Other securities	—	—	$1.7M	5.0%
GM Alger Capital Appreciation A Alger 0	Other securities	—	—	$1.5M	4.5%
GM Allspring Special Mid Cap Value A Allspring 0	Other securities	—	—	$1.3M	3.9%
Fidelity Advisor Strategic Div & Inc A Fidelity 0	Mutual Funds	—	—	$1.2M	3.7%
GM Janus Henderson Global Equity Income Janus Henderson 0	Mutual Funds	—	—	$1.1M	3.4%
GM Fidelity Advisor Strategic Div & Inc Fidelity 0	Mutual Funds	—	—	$1.0M	3.1%
GM MFS International Growth A MFS 0	Mutual Funds	—	—	$996K	3.0%
MFS Research International A MFS 0	Mutual Funds	—	—	$978K	2.9%
GM Janus Henderson Enterprise A Janus Henderson 0	Mutual Funds	—	—	$945K	2.8%
GM Columbia Emerging Markets A Columbia 0	Other securities	—	—	$884K	2.7%
GM BlackRock Total Return Inv A BlackRock 0	Other securities	—	—	$797K	2.4%
GM Undiscovered Manager Behavior Val A Undiscovered 0	Other securities	—	—	$743K	2.2%
Columbia Select Large Cap Value A Columbia 0	Other securities	—	—	$734K	2.2%
Allspring Special Mid Cap Value A Allspring 0	Other securities	—	—	$637K	1.9%
GM Baron Real Estate Fund Retail Baron 0	Other securities	—	—	$637K	1.9%
MFS International Growth A MFS 0	Mutual Funds	—	—	$634K	1.9%
GM PIMCO CommoditiesPLUS Strategy A PIMCO 0	Mutual Funds	—	—	$605K	1.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$581K	1.7%
Invesco Gold & Special Minerals A Invesco 0	Mutual Funds	—	—	$528K	1.6%
GM Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0	Common Collective Trusts	—	—	$486K	1.5%
(CL) GM Invesco Discovery A Invesco 0	Mutual Funds	—	—	$439K	1.3%
Janus Henderson Global Equity Income A Janus Henderson 0	Mutual Funds	—	—	$436K	1.3%
BlackRock Liquidity Fund FedFund Mngt BlackRock 0	Cash / Money Market	—	—	$357K	1.1%
Undiscovered Managers Behavioral Val A Undiscovered 0	Other securities	—	—	$329K	1.0%
Janus Henderson Enterprise A Janus Henderson 0	Mutual Funds	—	—	$314K	0.9%
Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0	Common Collective Trusts	—	—	$286K	0.9%
Columbia Small Cap Index A Columbia 0	Other securities	—	—	$260K	0.8%
Columbia Mid Cap Index A Columbia 0	Other securities	—	—	$256K	0.8%
(CL) Invesco Discovery A Invesco 0	Mutual Funds	—	—	$253K	0.8%
GM Eaton Vance High Income Opportunities Eaton Vance 0	Other securities	—	—	$236K	0.7%
Nuveen Strategic Income A Nuveen 0	Mutual Funds	—	—	$226K	0.7%
Janus Henderson Contrarian A Janus 0	Mutual Funds	—	—	$185K	0.6%
BlackRock Total Return Inv A BlackRock 0	Other securities	—	—	$177K	0.5%
Lord Abbett Income A Lord Abbett 0	Mutual Funds	—	—	$157K	0.5%
Macquarie Small Cap Core A Macquarie 0	Other securities	—	—	$136K	0.4%
GM BlackRock Liquidity Fund FedFund Mngt BlackRock 0	Cash / Money Market	—	—	$104K	0.3%
Eaton Vance High Income Opportunities A Eaton Vance 0	Other securities	—	—	$96K	0.3%
Baron Real Estate Fund Retail Baron 0	Other securities	—	—	$69K	0.2%
Invesco EQV Intl Small Company A Invesco 0	Mutual Funds	—	—	$53K	0.2%
GM Touchstone Dividend Equity A Touchstone 0 12 Touchstone Dividend Equity A Touchstone 0	Other securities	—	—	$50K	0.2%
MFS Emerging Markets Debt A MFS 0	Mutual Funds	—	—	$49K	0.1%
Columbia Emerging Markets A Columbia 0	Other securities	—	—	$40K	0.1%
PIMCO CommoditiesPLUS Strategy A PIMCO 0	Mutual Funds	—	—	$40K	0.1%
iShares MSCI EAFE Intl Index Inv A iShares 0	Other securities	—	—	$16K	<0.1%
Invesco Intl Small-Mid Company A Invesco 0	Mutual Funds	—	—	$16K	<0.1%