How big is AE Financial's plan?

AE Financial's plan reported $219K in assets and 2 participants for 2024.

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Original filing (PDF)20250919050213NAL0002337360001

AE Financial

Name: AE Financial — Form 5500 (2024)
Creator: AE Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AE Financial

401(k) retirement plan · AE Financial held $219K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

People on this filing

ALI Elnajjar signed AE Financial's 2024 Form 5500 as plan administrator.

ALI Elnajjar — 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

AE Financial's EIN is 80-0427322.

EIN 80-0427322

Plan number 001

Plan year 2024

ACK ID 20250919050213NAL0002337360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AE Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

AE FINANCIAL

EIN

all filings

Address

290 PROSPECT PLACE · ALPHARETTA, GA · 30005

Phone

(678) 338-4396

Industry

Finance & Insurance

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

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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