Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AE OF OHIO, INC.
EIN 56-2530263Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
12
PO BOX 1946 - WESTERVILLE, OH 43086740-816-8011
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 12 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#002
AE OF OHIO CASH BALANCE PLAN
CashBalance
Assets$911K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AE OF OHIO 401(K) & PROFIT SHARING PLAN
401k
Assets$165K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AE OF OHIO CASH BALANCE PLAN | CashBalance | $911K | 7 | 2024 | |
| 001 | AE OF OHIO 401(K) & PROFIT SHARING PLAN | 401k | $165K | 5 | 2024 |
Retirement plans