How big is AIM Engineering and Surveying, Inc.'s plan?

AIM Engineering and Surveying, Inc.'s plan reported $13.8M in assets and 159 participants for 2024.

Original filing (PDF)20250723151504NAL0003634321001

AIM Engineering and Surveying, Inc.

Name: AIM Engineering and Surveying, Inc. — AIM Engineerin, Form 5500 (2024)
Creator: AIM Engineering and Surveying, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AIM Engineering and Surveying Retirement Plan

401(k) retirement plan · AIM Engineering and Surveying, Inc.'s AIM Engineering and Surveying Retirement Plan held $13.8M in plan assets for 159 participants in 2024, with Empower as recordkeeper.

Signals · 2

100% in single holdingCorrective distributions issued

Active participants

159

Accounts w/ balance

120

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

Plan identifiers

AIM Engineering and Surveying, Inc.'s EIN is 65-0197775.

EIN 65-0197775

Plan number 001

Plan year 2024

ACK ID 20250723151504NAL0003634321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AIM Engineering and Surveying, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AIM Engineering and Surveying, Inc.'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 ENGINEERING AND SURVEYING, INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

AIM ENGINEERING AND SURVEYING, INC.

EIN

all filings

Address

2161 FOWLER STREET, SUITE 100 · FORT MYERS, FL · 33901

Phone

(239) 332-4569

Industry

Engineering Services· 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

2025-07-23

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$16K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—