AIM Services, Inc.'s EIN is 14-1609398.
Download the official 2024 Form 5500 (PDF) for AIM Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AIM Services, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE | 13-5570651 | — | RECORDKEEPER | $330 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PENSION CONSULTANTS, INC. | 14-1759450 | ALBANY, NY | TPA | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 15.8% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 10.2% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 9.3% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 9.2% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $895K | 7.3% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $809K | 6.6% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $714K | 5.8% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $471K | 3.8% | |
| POOLED SEPERATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE CO. · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $362K | 2.9% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $314K | 2.6% | |
| AXA - Guaranteed Interest Option Fully Benefit-Responsive Investment Contract | Other securities | — | — | $263K | 2.1% | |
| American Funds Growth Fund of America Mutual Fund | Mutual Funds | — | — | $259K | 2.1% | |
| various dates through 2030 | Other securities | — | — | $236K | 1.9% | |
| American Funds U.S. Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $155K | 1.3% | |
| Mutimanager Technology Pooled Separate Account 3 * Eq/Pimco Ultra Short Bond Pooled Separate Account 323 * Multimanager Aggressive Equity Pooled Separate Account | Pooled Separate Accounts | — | — | $116K | 0.9% | |
| American Funds Investment Company of America Mutual Fund | Mutual Funds | — | — | $96K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $72K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $71K | 0.6% | |
| American Funds American Balances Fund Mutual Fund | Mutual Funds | — | — | $65K | 0.5% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $58K | 0.5% | |
| Eq/Multimanager Technology Pooled Separate Account 161 * Axa Moderate Allocation Pooled Separate Account | Pooled Separate Accounts | — | — | $56K | 0.5% | |
| American Funds Capital Income Builder Mutual Fund | Mutual Funds | — | — | $43K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $39K | 0.3% | |
| American Funds Capital World Growth & Income Fund Mutual Fund | Mutual Funds | — | — | $34K | 0.3% | |
| Axa Lg Cap Grw Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $34K | 0.3% | |
| Eq/International Equity Index Pooled Separate Account 3 * Eq/Morgan Stanley Mid Cap Gr Pooled Separate Account | Pooled Separate Accounts | — | — | $31K | 0.3% | |
| American Funds Growth and Income Portfolio Mutual Fund | Mutual Funds | — | — | $29K | 0.2% | |
| Eq/Com Stck Index Pooled Separate Account | Pooled Separate Accounts | — | — | $26K | 0.2% | |
| Axa Lg Cap Val Managed Vol Pooled Separate Account | Pooled Separate Accounts | — | — | $22K | 0.2% | |
| American Funds American High-Income Trust Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Eq/Gamco Mergers & Acquisition Pooled Separate Account 96 * Eq/Aggressive Growth Strategy Pooled Separate Account | Pooled Separate Accounts | — | — | $20K | 0.2% | |
| American Funds Small Cap World Fund Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $17K | 0.1% | |
| American Funds Developing World Growth & Income Fund Mutual Fund | Mutual Funds | — | — | $15K | 0.1% | |
| American Funds American Mutual Fund Mutual Fund | Mutual Funds | — | — | $14K | 0.1% | |
| American Funds Bond Fund of America Mutual Fund | Mutual Funds | — | — | $13K | 0.1% | |
| American Funds Income Fund of America Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Charter Multisector Bond Pooled Separate Account 624 * Axa Int Core Managed Vol Pooled Separate Account 950 * Axa Aggressive Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| AXA Premier VIP Trust XA Aggresive Allocation | Other securities | — | — | $9K | <0.1% | |
| AXA Premier VIP Trust Multimanager Core Bond | Other securities | — | — | $9K | <0.1% | |
| Eq/Equity 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| American Funds Capital World Bond Fund Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Eq/Money Market Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Capital Bank & Trust Company US Government Securities | Common Stocks | — | — | $2K | <0.1% | |
| American Funds Inflation Linked Bond Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| EQ Advisors Trust 1290 VT Equity Income 364 EQ Advisors Trust EQ Multimanager Technology 3 EQ Advisors Trust EQ/ Interational Equity Index 3 EQ Advisors Trust EQ Small Company Index | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
