Original filing (PDF)20250604163111NAL0031719554001

AIM AGENTS NETWORK LLC

Name: AIM AGENTS NETWORK LLC — AIM AGENTS NETWORK LLC 401(K) PSP AND TRUST, Form 5500 (2024)
Creator: AIM AGENTS NETWORK LLC

Form 5500-SF

FILING_RECEIVED

AIM AGENTS NETWORK LLC 401(K) PSP AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

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.

Decision-maker contacts

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

Plan sponsor

Name

AIM AGENTS NETWORK LLC

EIN

46-3580580all filings

Address

11111 KATY FREEWAY · SUITE 120 · HOUSTON, TX · 77079

Phone

(713) 365-8405

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-06-04

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HIPPOCRATIC INSURANCE SERVICES

HIPPOCRATIC INSURANCE SERVICES 401(K) PROFIT SHARING PLAN

$920K · 7 participants

COASTAL INSURANCE GROUP, INC.

COASTAL INSURANCE GROUP, INC. PROFIT SHARING PLAN

$921K · 13 participants

RANDY R. KILGORE & COMPANY

RANDY R. KILGORE & COMPANY 401(K) PLAN

$921K · 4 participants

KEVIN PETER FAY

PETE FAY 401(K) PLAN

$921K · 4 participants

KEVIN M. MORRISSEY AGENCY, INC.

KEVIN M. MORRISSEY AGENCY, INC. PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.