What public Form 5500 filings show about the AIM Wealth Advisory Group 401(k) plan — and how to find and check your own account.
AIM Wealth Advisory Group (EIN 93-1266233) reports AIM WAG 401(K) PLAN on its most recent Form 5500, with $857K in plan assets across 16 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AIM Wealth Advisory Group filing — schedules, fees, and providers.
AIM Wealth Advisory Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask AIM Wealth Advisory GroupHR for the recordkeeper’s name and login.
