How big is Automation Excellence's plan?

Automation Excellence's plan reported $798K in assets and 1 participants for 2024.

Original filing (PDF)20250709104855NAL0007999600001

Automation Excellence

Name: Automation Excellence — AE 401(k) Trust, Form 5500 (2024)
Creator: Automation Excellence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AE 401(k) Trust

401(k) retirement plan · Automation Excellence's AE 401(k) Trust held $798K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

Allan Paris signed Automation Excellence's 2024 Form 5500 as plan administrator.

Allan Paris — 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

Automation Excellence's EIN is 84-1487454.

EIN 84-1487454

Plan number 001

Plan year 2024

ACK ID 20250709104855NAL0007999600001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Automation Excellence's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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