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AEI FUND MANAGEMENT, INC.

Company Details

Name: AEI FUND MANAGEMENT, INC.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 10 May 1978 (47 years ago)
Company Number: 158e20fa-a1d4-e011-a886-001ec94ffe7f
File Number: 3E-866
Registered Office Address: 2780 Snelling Avenue N, Suite 101, Roseville, MN 55113, USA
Principal Executive Office Address: 30 East 7th Street, Suite 1300, St. Paul, MN 55101, United States
ZIP code: 55113
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AEI FUND MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN 2022 411787344 2024-02-06 AEI FUND MANAGEMENT, INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 531390
Sponsor’s telephone number 6152277333
Plan sponsor’s address 1300 WELLS FARGO PLACE 30 EAST SEVE, ST PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2024-02-06
Name of individual signing STEPHANIE WALLISCH
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN 2021 411787344 2023-01-17 AEI FUND MANAGEMENT, INC. 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 531390
Sponsor’s telephone number 6152277333
Plan sponsor’s address 1300 WELLS FARGO PLACE 30 E SEVENTH, ST PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2023-01-17
Name of individual signing STEPHANIE WALLISCH
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN 2020 411787344 2022-01-17 AEI FUND MANAGEMENT, INC. 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 531390
Sponsor’s telephone number 6152277333
Plan sponsor’s address 1300 WELLS FARGO PLACE 30 EAST SEVE, ST PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2022-01-17
Name of individual signing STEPHANIE WALLISCH
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN 2019 411328249 2020-09-09 AEI FUND MANAGEMENT, INC. 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 531390
Sponsor’s telephone number 6152277333
Plan sponsor’s address 1300 WELLS FARGO PLACE 30 EAST SEVE, ST PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2020-09-09
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN 2018 411328249 2019-11-04 AEI FUND MANAGEMENT, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 531390
Sponsor’s telephone number 6152277333
Plan sponsor’s address 1300 WELLS FARGO PLACE 30 EAST SEVE, ST PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2019-11-04
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN 2017 411328249 2018-08-21 AEI FUND MANAGEMENT, INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 523900
Sponsor’s telephone number 6512277333
Plan sponsor’s address 30 EAST 7TH ST, STE 1300, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2018-08-21
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-21
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN 2016 411328249 2017-10-31 AEI FUND MANAGEMENT, INC. 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 523900
Sponsor’s telephone number 6512277333
Plan sponsor’s address 30 EAST 7TH ST, STE 1300, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2017-10-31
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-31
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN 2015 411328249 2017-02-09 AEI FUND MANAGEMENT, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 523900
Sponsor’s telephone number 6512277333
Plan sponsor’s address 30 EAST 7TH ST, STE 1300, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2017-02-08
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-08
Name of individual signing RONA NEWTSON
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN 2014 411328249 2016-02-07 AEI FUND MANAGEMENT, INC. 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 523900
Sponsor’s telephone number 6512277333
Plan sponsor’s address 30 EAST 7TH ST, STE 1300, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2016-02-05
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-02-05
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
AEI FUND MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN 2013 411328249 2014-12-16 AEI FUND MANAGEMENT, INC. 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-05-01
Business code 523900
Sponsor’s telephone number 6512277333
Plan sponsor’s address 30 EAST 7TH ST, STE 1300, ST. PAUL, MN, 55101

Signature of

Role Plan administrator
Date 2014-12-16
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-12-16
Name of individual signing RONA L. NEWTSON
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Marni Nygard Chief Executive Officer 30 East 7th Street, Suite 1300, St. Paul, MN 55101, USA

Agent

Name Role
Corporation Service Company Agent

Filing

Filing Name Filing date
Global Registered Office and/or Agent - Business Corporation (Domestic) 2024-10-02
Business Corporation (Domestic) Restated Articles 2002-12-18
Business Corporation (Domestic) Change of Shares 2002-12-18
Business Corporation (Domestic) Business Name (Business Name: AEI FUND MANAGEMENT, INC.) 1989-04-03
Business Corporation (Domestic) Business Name (Business Name: RPJ Fund Management, Inc.) 1986-09-15
Consent to Use of Name - Business Corporation (Domestic) 1985-12-06
Business Corporation (Domestic) Business Name (Business Name: RPJ Energy Fund Management, Inc.) 1981-04-24
Registered Office and/or Agent - Business Corporation (Domestic) 1979-10-15
Business Corporation (Domestic) Active Status Report 1979-07-19
Original Filing - Business Corporation (Domestic) 1978-05-10

Date of last update: 10 Jan 2025

Sources: Minnesota's Official State Website