# Aeu Holding LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/aeu-holding-llc-854146141-501

> Aeu Holding LLC's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aeu Holding LLC

- **Sponsor EIN:** 854146141

- **Sponsor Address:** 8131 LYNDON B JOHNSON FWY STE 750, DALLAS, TX, 752511331

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$12.7M|$0|$0|

| 2023|0|$6.5M|$0|$0|

| 2022|6,579|$12.6M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WYATT TARRANT & COMBS|ERISA Attorney|$141,545|—|$141,545|

| RECEIVERSHIP MANAGEMENT, INC.|Other Service Provider|$35,531|—|$35,531|

| ROBINSON CURLEY, PC|Other Service Provider|$22,213|—|$22,213|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WYATT TARRANT & COMBS](https://planprovider.pro/provider/wyatt-tarrant-and-combs-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $199,289

- **Estimated Expense Ratio:** 1.573% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$8,193,490|—|—|—|—|

| 2023|$1,154,262|—|—|—|—|

| 2022|$885,533|$1,488|$32,066|—|$844,398|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aeu-holding-llc-854146141-501)

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