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Original filing (PDF)20251014093646NAL0001182483001
AAM 15 MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
AAM 15 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
534
Accounts w/ balance
117
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AAM 15 MANAGEMENT, LLC.
Plan sponsor
Name
AAM 15 MANAGEMENT, LLC
EIN
27-0192886
Address
78 BLANCHARD ROAD, SUITE 100 · BURLINGTON, MA · 01803
Phone
(781) 222-4150
Industry
Accommodation & Food Servicessee 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
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAMACOS, BYSIEWICZ & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
34 direct securities · 1 pooled fund· $7.2M(100% 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
$3.7M
34 holdings
Pooled Separate Account
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.5M | 96.6% | |
| Voya Financial Voya Index Solution 2035 P Z a | — | — | — | $749K | 20.4% | |
| Voya Financial Voya Index Solution 2040 P Z a | — | — | — | $269K | 7.3% | |
| Fidelity Investments Fidelity 500 Index Fund a | — | — | — | $269K | 7.3% | |
| Voya Financial Voya Index Solution 2045 P Z a | — | — | — | $247K | 6.7% | |
| Voya Financial Voya Index Solution 2030 P Z a | — | — | — | $227K | 6.2% | |
| Voya Financial Voya Index Solution 2050 P Z a | — | — | — | $218K | 5.9% | |
| American Funds American Funds Am Balanced R6 a | — | — | — | $215K | 5.8% | |
| Vanguard Financial Vangrd Tot Int Stk In F Adm a | — | — | — | $155K | 4.2% | |
| American Funds American Funds Growth Fnd R6 a | — | — | — | $150K | 4.1% | |
| Voya Financial Voya Fixed Account a | — | — | — | $125K | 3.4% | |
| J.P. Morgan JPMorgan U.S. Res Enhanc Eq R6 a | — | — | — | $124K | 3.4% | |
| American Funds American Funds Nw Prspctv R6 a | — | — | — | $122K | 3.3% | |
| Voya Financial Voya Index Solution 2025 P Z a | — | — | — | $103K | 2.8% | |
| Voya Financial Voya Index Solution 2060 P Z a | — | — | — | $101K | 2.8% | |
| Vanguard Financial Vangrd LifeStrat Grw Fd Inv a | — | — | — | $78K | 2.1% | |
| Vanguard Financial Vangrd Mid-Cap Index Fund Adm a | — | — | — | $62K | 1.7% | |
| Fidelity Investments Fidelity Sm Cp Ind Fd a | — | — | — | $56K | 1.5% | |
| Voya Financial Voya Intermediate Bond Fund R6 a | — | — | — | $50K | 1.3% | |
| Voya Financial Voya Index Solution Inc P Z a | — | — | — | $43K | 1.2% | |
| Invesco DFA lnfl-Prot Sec Port Ins a | — | — | — | $41K | 1.1% | |
| American Century AmCen Mid Cap Value Fund R6 a | — | — | — | $40K | 1.1% | |
| Voya Financial Voya Index Solution 2065 P Z a | — | — | — | $37K | 1.0% | |
| MFS Investment Management Voya Index Solution 2055 P Z a | — | — | — | $31K | 0.8% | |
| Vanguard Financial Vangrd Em Mkts Stk Ind Fd Adm a | — | — | — | $28K | 0.8% | |
| DFA Real Estate Secs Port Ins a | — | — | — | $26K | 0.7% | |
| J.P. Morgan DFA US Targeted Vl Port Ins a | — | — | — | $20K | 0.6% | |
| J.P. Morgan PGIM High Yield Fund R6 a | — | — | — | $14K | 0.4% | |
| Fidelity Investments PIMCO Income Fund Ins a | — | — | — | $14K | 0.4% | |
| Vanguard Financial Vangrd LifeStrat Md Grw Fd Inv a | — | — | — | $12K | 0.3% | |
| Vanguard Financial Vangrd Explorer Fund Adm a | — | — | — | $12K | 0.3% | |
| Voya Financial Voya Mid Cap Opport Port R6 a | — | — | — | $11K | 0.3% | |
| Alliance Bernstein AB Global Bond Fund Z a | — | — | — | $11K | 0.3% | |
| Fidelity Investments American Funds Wash Mtual R6 a | — | — | — | $6K | 0.2% | |
| Vanguard Financial Vangrd LifeStrat Cns Gr Fd Inv a | — | — | — | $6K | 0.2% |
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