AERO MANAGEMENT GROUP, INC. DBA AERO MARKETING GROUP
Form 5500-SF
FILING_RECEIVED
AERO MARKETING GROUP 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
5
Plan assets (EOY)
$233K
Net assets (EOY)
$233K
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
57
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
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 AERO MANAGEMENT GROUP, INC. DBA AERO MARKETING GROUP.
Plan sponsor
Name
AERO MANAGEMENT GROUP, INC. DBA AERO MARKETING GROUP
DBA
AERO MANAGEMENT GROUP
EIN
46-4047709
Address
16815 SOUTH DESERT FOOTHILLS PKWY · SUITE 107 · PHOENIX, AZ · 85048
Phone
(480) 717-7700
Industry
All Other Professional Services· Professional & Technical 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
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
