How big is AIM Transfer & Storage, Inc.'s plan?

AIM Transfer & Storage, Inc.'s plan reported $8.2M in assets and 131 participants for 2024.

Original filing (PDF)20251007134805NAL0011480066001

AIM Transfer & Storage, Inc.

Name: AIM Transfer & Storage, Inc. — AIM Transfer &, Form 5500 (2024)
Creator: AIM Transfer & Storage, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AIM Transfer & Storage, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · AIM Transfer & Storage, Inc.'s AIM Transfer & Storage, Inc. Profit Sharing 401(k) Plan held $8.2M in plan assets for 131 participants in 2024, with Empower as recordkeeper.

Active participants

131

Accounts w/ balance

155

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan identifiers

AIM Transfer & Storage, Inc.'s EIN is 26-0103327.

EIN 26-0103327

Plan number 001

Plan year 2024

ACK ID 20251007134805NAL0011480066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AIM Transfer & Storage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AIM Transfer & Storage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIM TRANSFER & STORAGE, INC..

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How this plan invests

This plan

6 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (100th percentile).

Plan sponsor

Name

AIM TRANSFER & STORAGE, INC.

EIN

all filings

Address

7774 SOUTH 10TH STREET · OAK CREEK, WI · 53154

Phone

(414) 762-7769

Industry

Transportation & Warehousing

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIAMS FINANCIAL	—	EAGLE, WI	INVESTMENT ADVISOR	$30K	—

TPA / Administrator

Investments

34 direct securities · 6 pooled funds· $8.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$4.4M

6 holdings

Mutual Funds

$1.8M

14 holdings

Other securities

$1.6M

18 holdings

Common Collective Trusts

$428K

2 holdings

					% of plan
FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573	Common Collective Trust	—	—	$1.8M	22.5%
BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002	Common Collective Trust	—	—	$1.3M	16.4%
American Funds Growth Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$803K	9.8%
BLACKROCK MSCI ACWI EX-US INDEX R GREAT GRAY · EIN 81-1950980 / PN 013	Common Collective Trust	—	—	$630K	7.7%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$363K	4.4%
Metropolitan West Total Return Bond I Mutual Fund	Other securities	—	—	$232K	2.8%
BLACKROCK US TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510	Common Collective Trust	—	—	$231K	2.8%
State Street Target Retirement 2040 K Mutual Fund	Other securities	—	—	$224K	2.7%
BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411	Common Collective Trust	—	—	$217K	2.7%
State Street Target Retirement 2045 K Mutual Fund	Other securities	—	—	$197K	2.4%
State Street Target Retirement 2060 K Mutual Fund	Other securities	—	—	$173K	2.1%
Vanguard Health Care ADM Mutual Fund	Mutual Funds	—	—	$172K	2.1%
T Rowe Price Blue Chip Growth Mutual Fund	Mutual Funds	—	—	$136K	1.7%
Blackrock Mid-Cap Growth Equity Instl Mutual Fund	Other securities	—	—	$122K	1.5%
MFS Technology R6 Mutual Fund	Mutual Funds	—	—	$119K	1.5%
BLACKROCK RUSSELL 2000 INDEX R GREAT GRAY · EIN 20-3802587 / PN 004	Common Collective Trust	—	—	$118K	1.4%
State Street Target Retirement 2055 K Mutual Fund	Other securities	—	—	$118K	1.4%
State Street Target Retirement 2030 K Mutual Fund	Other securities	—	—	$108K	1.3%
Vanguard Small Cap Value Index Adm Mutual Fund ** 703 Vanguard Utilities Index Adm Mutual Fund	Mutual Funds	—	—	$108K	1.3%
Vanguard Energy ADM Mutual Fund	Mutual Funds	—	—	$101K	1.2%
Key Guaranteed Portfolio Fund Fixed Annuity	Other securities	—	—	$99K	1.2%
Pimco Income Instl Mutual Fund	Mutual Funds	—	—	$97K	1.2%
Blackrock Equity Dividend Instl Mutual Fund	Other securities	—	—	$66K	0.8%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$65K	0.8%
MFS International Growth R6 Mutual Fund	Mutual Funds	—	—	$52K	0.6%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$48K	0.6%
State Street Target Retirement 2050 K Mutual Fund	Other securities	—	—	$48K	0.6%
State Street Target Retirement 2035 K Mutual Fund	Other securities	—	—	$46K	0.6%
Neuberger Berman Genesis Instl Mutual Fund	Other securities	—	—	$44K	0.5%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$44K	0.5%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$36K	0.4%
State Street Target Retirement 2065 K Mutual Fund	Other securities	—	—	$35K	0.4%
Vanguard International Value Portfolio Mutual Fund	Mutual Funds	—	—	$30K	0.4%
State Street Target Retirement 2020 K Mutual Fund	Other securities	—	—	$28K	0.3%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$25K	0.3%
Invesco Gold and Sp Minerals A Mutual Fund	Mutual Funds	—	—	$23K	0.3%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$19K	0.2%
State Street Target Retirement K Mutual Fund	Other securities	—	—	$6K	<0.1%
Vanguard High Dividend Yield Indx ADM Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
State Street Target Retirement 2025 K Mutual Fund	Other securities	—	—	$1K	<0.1%