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Original filing (PDF)20251015113819NAL0006129440003
PRIMARY AIM, LLC
Form 5500
FILING_RECEIVED
PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~115 bps in Sched C feesNo recordkeeper disclosed
Active participants
236
Accounts w/ balance
102
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 115 bps in Schedule C fees — 121% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMARY AIM, LLC.
Plan sponsor
Name
PRIMARY AIM, LLC
EIN
31-1669790
Address
947 ADAIR AVE · ZANESVILLE, OH · 43701
Phone
(740) 454-2568
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK NATIONAL BANK | 31-1198067 | — | NONE | $61K | — |
| REA & ASSOCIATES, INC. | 34-1310124 | — | NONE | $16K | — |
Investments
27 direct securities · 1 pooled fund· $6.7M(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.
Uncategorized
$6.7M
27 holdings
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $1.3M | 19.5% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $760K | 11.3% | |
| American Funds Growth Fund R6 Mutual Fund | — | — | — | $593K | 8.8% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $532K | 7.9% | |
| Vanguard Target Retirement 2065 Mutual Fund ** 186 Vanguard Target Retirement Income Mutual Fund | — | — | — | $465K | 6.9% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $419K | 6.2% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $329K | 4.9% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $260K | 3.9% | |
| Vanguard Windsor II Admiral Share Mutual Fund | — | — | — | $192K | 2.9% | |
| Vanguard Total Stock Index Admiral Mutual Fund | — | — | — | $191K | 2.8% | |
| Vanguard Extended Mkt Admiral Mutual Fund | — | — | — | $186K | 2.8% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $182K | 2.7% | |
| American Funds Income Fund R6 Mutual Fund | — | — | — | $174K | 2.6% | |
| Vanguard Wellington Fund Admiral Mutual Fund | — | — | — | $135K | 2.0% | |
| American Funds Euro Pacific R6 Mutual Fund | — | — | — | $131K | 2.0% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $130K | 1.9% | |
| [b] Identity of issue, borrower, lessor maturity date, rate of interest, [e] Current [a] or similar party collateral, par, or maturity value [d] Cost Value Vanguard Treasury Money Market Fund Inv Interest-bearing Cash | — | — | — | $129K | 1.9% | |
| American Funds Capital World Growth & Income Mutual Fund | — | — | — | $109K | 1.6% | |
| Vanguard Intermediate - Term Bond Adm Mutual Fund | — | — | — | $107K | 1.6% | |
| Vanguard Balanced Index Admiral Mutual Fund | — | — | — | $89K | 1.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $86K | 1.3% | |
| Vanguard Short-Term Investment Grade Fund Mutual Fund | — | — | — | $85K | 1.3% | |
| Maturing at various dates through 2028; Interest * Participant loans Rates: 4.25% - 9.50% | — | — | — | $44K | 0.7% | |
| American Funds New World Fund Mutual Fund | — | — | — | $22K | 0.3% | |
| Vanguard Emerging Mkts Admiral Mutual Fund | — | — | — | $19K | 0.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard REIT Admiral Shares Mutual Fund | — | — | — | $10K | 0.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $8K | 0.1% |
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