How big is AAM 15 Management, LLC's plan?

AAM 15 Management, LLC's plan reported $3.7M in assets and 534 participants for 2024.

Original filing (PDF)20251014093646NAL0001182483001

AAM 15 Management, LLC

Name: AAM 15 Management, LLC — AAM 15 401(k) Plan, Form 5500 (2024)
Creator: AAM 15 Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AAM 15 401(k) Plan

401(k) retirement plan · AAM 15 Management, LLC's AAM 15 401(k) Plan held $3.7M in plan assets for 534 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

534

Accounts w/ balance

117

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

AAM 15 Management, LLC's EIN is 27-0192886.

EIN 27-0192886

Plan number 001

Plan year 2024

ACK ID 20251014093646NAL0001182483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AAM 15 Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AAM 15 Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AAM 15 MANAGEMENT, LLC.

Finding similar companies…

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

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 75K (6% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Plan sponsor

Name

AAM 15 MANAGEMENT, LLC

EIN

all filings

Address

78 BLANCHARD ROAD, SUITE 100 · BURLINGTON, MA · 01803

Phone

(781) 222-4150

Industry

Accommodation & Food Services

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

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.

Pooled Separate Account

$3.5M

1 holding

Other securities

$2.3M

15 holdings

Mutual Funds

$972K

16 holdings

Common Collective Trusts

$331K

2 holdings

Common Stocks

$43K

1 holding

					% 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	Other securities	—	—	$749K	20.4%
Voya Financial Voya Index Solution 2040 P Z a	Other securities	—	—	$269K	7.3%
Fidelity Investments Fidelity 500 Index Fund a	Common Collective Trusts	—	—	$269K	7.3%
Voya Financial Voya Index Solution 2045 P Z a	Other securities	—	—	$247K	6.7%
Voya Financial Voya Index Solution 2030 P Z a	Other securities	—	—	$227K	6.2%
Voya Financial Voya Index Solution 2050 P Z a	Other securities	—	—	$218K	5.9%
American Funds American Funds Am Balanced R6 a	Mutual Funds	—	—	$215K	5.8%
Vanguard Financial Vangrd Tot Int Stk In F Adm a	Mutual Funds	—	—	$155K	4.2%
American Funds American Funds Growth Fnd R6 a	Mutual Funds	—	—	$150K	4.1%
Voya Financial Voya Fixed Account a	Other securities	—	—	$125K	3.4%
J.P. Morgan JPMorgan U.S. Res Enhanc Eq R6 a	Other securities	—	—	$124K	3.4%
American Funds American Funds Nw Prspctv R6 a	Mutual Funds	—	—	$122K	3.3%
Voya Financial Voya Index Solution 2025 P Z a	Other securities	—	—	$103K	2.8%
Voya Financial Voya Index Solution 2060 P Z a	Other securities	—	—	$101K	2.8%
Vanguard Financial Vangrd LifeStrat Grw Fd Inv a	Mutual Funds	—	—	$78K	2.1%
Vanguard Financial Vangrd Mid-Cap Index Fund Adm a	Common Collective Trusts	—	—	$62K	1.7%
Fidelity Investments Fidelity Sm Cp Ind Fd a	Mutual Funds	—	—	$56K	1.5%
Voya Financial Voya Intermediate Bond Fund R6 a	Other securities	—	—	$50K	1.3%
Voya Financial Voya Index Solution Inc P Z a	Common Stocks	—	—	$43K	1.2%
Invesco DFA lnfl-Prot Sec Port Ins a	Mutual Funds	—	—	$41K	1.1%
American Century AmCen Mid Cap Value Fund R6 a	Other securities	—	—	$40K	1.1%
Voya Financial Voya Index Solution 2065 P Z a	Other securities	—	—	$37K	1.0%
MFS Investment Management Voya Index Solution 2055 P Z a	Mutual Funds	—	—	$31K	0.8%
Vanguard Financial Vangrd Em Mkts Stk Ind Fd Adm a	Mutual Funds	—	—	$28K	0.8%
DFA Real Estate Secs Port Ins a	Mutual Funds	—	—	$26K	0.7%
J.P. Morgan DFA US Targeted Vl Port Ins a	Mutual Funds	—	—	$20K	0.6%
J.P. Morgan PGIM High Yield Fund R6 a	Other securities	—	—	$14K	0.4%
Fidelity Investments PIMCO Income Fund Ins a	Mutual Funds	—	—	$14K	0.4%
Vanguard Financial Vangrd LifeStrat Md Grw Fd Inv a	Mutual Funds	—	—	$12K	0.3%
Vanguard Financial Vangrd Explorer Fund Adm a	Mutual Funds	—	—	$12K	0.3%
Voya Financial Voya Mid Cap Opport Port R6 a	Other securities	—	—	$11K	0.3%
Alliance Bernstein AB Global Bond Fund Z a	Other securities	—	—	$11K	0.3%
Fidelity Investments American Funds Wash Mtual R6 a	Mutual Funds	—	—	$6K	0.2%
Vanguard Financial Vangrd LifeStrat Cns Gr Fd Inv a	Mutual Funds	—	—	$6K	0.2%