How big is Source AIM LLC's plan?

Source AIM LLC's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250730080013NAL0003715873001

Source AIM LLC

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

Form 5500-SF

FILING_RECEIVED

Source AIM LLC 401(k) Plan

401(k) retirement plan · Source AIM LLC's Source AIM LLC 401(k) Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Source AIM LLC's EIN is 45-1194957.

EIN 45-1194957

Plan number 001

Plan year 2024

ACK ID 20250730080013NAL0003715873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Source AIM LLC'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 SOURCE AIM LLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOURCE AIM LLC

EIN

all filings

Address

PO BOX 2151 · GILBERT, AZ · 85299

Phone

(602) 795-7935

Industry

Professional & Technical 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

2025-07-30

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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