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Sponsor portfolio

AMERICAN ELECTRIC SUPPLY, INC.

EIN 33-0058413-wholesale-Latest filing 2024
Plans
3
Retirement
3
$29.2M assets
Welfare
0
Participants
319
361 S. MAPLE STREET - CORONA, CA 92880951-734-7910amelect.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#002401k-$12.3M - 103 part#003ESOP-$11.0M - 127 part#004CashBalance-$5.8M - 89 part

Retirement portfolio analytics

3 plans aggregated / $29.2M assets / 319 participants

Assets by plan

Share of aggregate retirement assets

42%top
  • PLAN & TRUST (#002)42%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
  • CASH BALANCE PLAN (#004)20%
Total $29.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)127
  • PLAN & TRUST (#002)103
  • CASH BALANCE PLAN (#004)89
Total 319Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN ELECTRIC SUPPLY, INC. 401(K) PLAN & TRUST

401k

Assets$12.3M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.0M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

AMERICAN ELECTRIC SUPPLY, INC. CASH BALANCE PLAN

CashBalance

Assets$5.8M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN ELECTRIC SUPPLY, INC. 401(K) PLAN & TRUST401k$12.3M1032024
003AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$11.0M1272024
004AMERICAN ELECTRIC SUPPLY, INC. CASH BALANCE PLANCashBalance$5.8M892024
Retirement plans
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