How big is AIM Credit Union's plan?

AIM Credit Union's plan reported $4.8M in assets and 23 participants for 2024.

Original filing (PDF)20250610084333NAL0014816065001

AIM Credit Union

Name: AIM Credit Union — AIM Credit Union 401(k) Plan and, Form 5500 (2024)
Creator: AIM Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AIM Credit Union 401(k) Plan and Trust

401(k) retirement plan · AIM Credit Union's AIM Credit Union 401(k) Plan and Trust held $4.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Mike Moroney signed AIM Credit Union's 2024 Form 5500 as plan administrator.

Mike Moroney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AIM Credit Union's EIN is 42-0329305.

EIN 42-0329305

Plan number 002

Plan year 2024

ACK ID 20250610084333NAL0014816065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AIM Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AIM Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

AIM CREDIT UNION

EIN

all filings

Address

1200 ASSOCIATES DRIVE, SUITE 102 · DUBUQUE, IA · 520022283

Phone

(563) 585-3737

Industry

Finance & Insurance

Plan administrator