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Original filing (PDF)20251001105540NAL0005886515001
AEU HOLDING LLC
Form 5500
FILING_RECEIVED
AEU HOLDING LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AEU HOLDING LLC.
Plan sponsor
Name
AEU HOLDING LLC
EIN
85-4146141
Address
8131 LYNDON B JOHNSON FWY STE 750 · DALLAS, TX · 752511331
Phone
(844) 543-1943
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
RECEIVERSHIP MANAGEMENT, INC.
EIN
20-0200514
City
MADISON, TN
Phone
(615) 370-0050
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WYATT TARRANT & COMBS | 61-0468003 | LOUISVILE, KY | NONE | $142K | — |
| RECEIVERSHIP MANAGEMENT, INC. | 20-0200514 | MADISON, TN | NONE | $36K | — |
| ROBINSON CURLEY, PC | 36-3736242 | CHICAGO, IL | NONE | $22K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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