Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AMERICAN ENTERPRISES INTERNATIONAL, INC.
EIN 39-0896586bankingLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
22
W129 N11040 WASHINGTON DRIVE - GERMANTOWN, WI 53022262-512-9100aeiaccount.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERICAN ENTERPRISES INTERNATIONAL, INC. ESOP & PROFIT SHARING PLAN
ESOP
Assets$3.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERICAN ENTERPRISES INTERNATIONAL, INC. 401(K) PLAN
401k
Assets$225K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICAN ENTERPRISES INTERNATIONAL, INC. ESOP & PROFIT SHARING PLAN | ESOP | $3.0M | 11 | 2025 | |
| 002 | AMERICAN ENTERPRISES INTERNATIONAL, INC. 401(K) PLAN | 401k | $225K | 11 | 2025 |
Retirement plans