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Original filing (PDF)20251014082536NAL0003370880001
AIM SERVICES, INC.
Form 5500
FILING_RECEIVED
AIM SERVICES, INC. 403(B) PLAN
403(b) retirement plan
Active participants
3,807
Accounts w/ balance
1,275
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 pooled trust
Schedule D
82 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIM SERVICES, INC..
Plan sponsor
Name
AIM SERVICES, INC.
EIN
14-1609398
Address
4227 ROUTE 50 · SARATOGA SPRINGS, NY · 12866
Phone
(518) 587-3208
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BST & CO. CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE | 13-5570651 | — | RECORDKEEPER | $330 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PENSION CONSULTANTS, INC. | 14-1759450 | ALBANY, NY | TPA | $15K | — |
Investments
52 direct securities · 1 pooled fund· $11.9M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.5M
52 holdings
Pooled Separate Account
$362K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Capital Bank & Trust Company American Fnds Target Date 2030 | — | — | — | $1.9M | 15.8% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $1.3M | 10.2% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $1.1M | 9.3% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $1.1M | 9.2% | |
| Capital Bank & Trust Company American Fnds Target Date 2025 | — | — | — | $895K | 7.3% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $809K | 6.6% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $714K | 5.8% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $471K | 3.8% | |
| POOLED SEPERATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE CO. · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $362K | 2.9% | |
| Party Identity of Issue, Borrower, Lessor, or Similar Party Collateral and Par or Maturity Value Cost (1) Current Value * American Funds Washington Mutual Investors Fund Mutual Fund | — | — | — | $339K | 2.8% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $314K | 2.6% | |
| AXA - Guaranteed Interest Option Fully Benefit-Responsive Investment Contract | — | — | — | $263K | 2.1% | |
| AXA Premier VIP Trust AXA GIA | — | — | — | $263K | 2.1% | |
| Capital Bank & Trust Company Growth Fund of America | — | — | — | $259K | 2.1% | |
| Participant Loans Interest rates 4.75-8.50 | — | — | — | $236K | 1.9% | |
| various dates through 2030 | — | — | — | $236K | 1.9% | |
| Capital Bank & Trust Company Money Market Fund | — | — | — | $155K | 1.3% | |
| Mutimanager Technology Pooled Separate Account 3 * Eq/Pimco Ultra Short Bond Pooled Separate Account 323 * Multimanager Aggressive Equity Pooled Separate Account | — | — | — | $116K | 0.9% | |
| Capital Bank & Trust Company Investment Company of America | — | — | — | $96K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $72K | 0.6% | |
| Capital Bank & Trust Company American Fnds Target Date 2015 | — | — | — | $71K | 0.6% | |
| Capital Bank & Trust Company American Balance Fund | — | — | — | $65K | 0.5% | |
| American Funds American Balances Fund Mutual Fund | — | — | — | $65K | 0.5% | |
| Capital Bank & Trust Company New Perspective Fund | — | — | — | $58K | 0.5% | |
| Eq/Multimanager Technology Pooled Separate Account 161 * Axa Moderate Allocation Pooled Separate Account | — | — | — | $56K | 0.5% | |
| American Funds Capital Income Builder Mutual Fund | — | — | — | $43K | 0.4% | |
| Capital Bank & Trust Company American Fnds Target Date 2010 | — | — | — | $39K | 0.3% | |
| American Funds Capital World Growth & Income Fund Mutual Fund | — | — | — | $34K | 0.3% | |
| Axa Lg Cap Grw Managed Vol Pooled Separate Account | — | — | — | $34K | 0.3% | |
| Eq/International Equity Index Pooled Separate Account 3 * Eq/Morgan Stanley Mid Cap Gr Pooled Separate Account | — | — | — | $31K | 0.3% | |
| Capital Bank & Trust Company Growth and Income Fund | — | — | — | $29K | 0.2% | |
| Eq/Com Stck Index Pooled Separate Account | — | — | — | $26K | 0.2% | |
| Axa Lg Cap Val Managed Vol Pooled Separate Account | — | — | — | $22K | 0.2% | |
| American Funds American High-Income Trust Mutual Fund | — | — | — | $20K | 0.2% | |
| Eq/Gamco Mergers & Acquisition Pooled Separate Account 96 * Eq/Aggressive Growth Strategy Pooled Separate Account | — | — | — | $20K | 0.2% | |
| American Funds Small Cap World Fund Mutual Fund | — | — | — | $19K | 0.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $17K | 0.1% | |
| Capital Bank & Trust Company Euro Pacific Growth Fund | — | — | — | $17K | 0.1% | |
| Capital Bank & Trust Company Developing World Growth & Inco | — | — | — | $15K | 0.1% | |
| EQ Advisors Trust EQ/A,erican Century Mid Cap Va | — | — | — | $15K | 0.1% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $14K | 0.1% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $13K | 0.1% | |
| Axa Moderate-Plus Allocation Pooled Separate Account | — | — | — | $13K | 0.1% | |
| American Funds Income Fund of America Mutual Fund | — | — | — | $11K | <0.1% | |
| AXA Premier VIP Trust XA Aggresive Allocation | — | — | — | $9K | <0.1% | |
| Charter Multisector Bond Pooled Separate Account 624 * Axa Int Core Managed Vol Pooled Separate Account 950 * Axa Aggressive Pooled Separate Account | — | — | — | $9K | <0.1% | |
| AXA Premier VIP Trust Multimanager Core Bond | — | — | — | $9K | <0.1% | |
| Eq/Equity 500 Index Pooled Separate Account | — | — | — | $6K | <0.1% | |
| American Funds Capital World Bond Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| AXA Premier VIP Trust EQ/Money Market | — | — | — | $3K | <0.1% | |
| American Funds U.S. Government Securities Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| American Funds Inflation Linked Bond Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Eq/Boston Advisors Eqty Income Pooled Separate Account 364 * Eq/Small Company Pooled Separate Account | — | — | — | $1K | <0.1% |