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Original filing (PDF)20251002130220NAL0000833648001
AION MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
AION MANAGEMENT, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
372
Accounts w/ balance
764
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 62% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AION MANAGEMENT, LLC.
Plan sponsor
Name
AION MANAGEMENT, LLC
EIN
82-0770916
Address
ONE SOUTH BROAD STREET · SUITE 1900 · PHILADELPHIA, PA · 19107
Phone
(212) 849-9200
Industry
Real Estatesee 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $76K | — |
Investments
43 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 16.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 12.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.0M | 11.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $866K | 9.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $860K | 9.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $732K | 8.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $647K | 7.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $595K | 6.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $267K | 3.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $217K | 2.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $194K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $185K | 2.1% | |
| Vanguard Industrials Index ETF Vanguard 0 388 Vanguard Information Tech Index ETF Vanguard 0 | — | — | — | $126K | 1.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $123K | 1.4% | |
| Vanguard High Dividend Yield Index ETF Vanguard 0 | — | — | — | $78K | 0.9% | |
| Vanguard Russell 1000 Growth ETF Vanguard 0 | — | — | — | $49K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $46K | 0.5% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $43K | 0.5% | |
| Vanguard Large Cap Index ETF Vanguard 0 | — | — | — | $41K | 0.5% | |
| Vanguard S&P 500 Growth ETF Vanguard 0 | — | — | — | $39K | 0.4% | |
| Vanguard Mid-Cap Growth Index ETF Vanguard 0 | — | — | — | $34K | 0.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $32K | 0.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $31K | 0.3% | |
| Vanguard Growth Index ETF Vanguard 0 | — | — | — | $28K | 0.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 386 Vanguard S&P Small-Cap 600 Val Idx ETF Vanguard 0 389 Vanguard Russell 2000 ETF Vanguard 0 169 Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $21K | 0.2% | |
| Vanguard Financials Index ETF Vanguard 0 347 Vanguard Health Care Index ETF Vanguard 0 | — | — | — | $20K | 0.2% | |
| Vanguard Intl Div Apprec Index ETF Vanguard 0 | — | — | — | $16K | 0.2% | |
| Vanguard Total Stock Market ETF Vanguard 0 | — | — | — | $15K | 0.2% | |
| Vanguard Russell 1000 ETF Vanguard 0 | — | — | — | $14K | 0.2% | |
| Vanguard Materials Index ETF Vanguard 0 212 Vanguard Communications Services ETF Vanguard 0 | — | — | — | $13K | 0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $13K | 0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $11K | 0.1% | |
| Vanguard Mega Cap Value Index ETF Vanguard 0 973 Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $10K | 0.1% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $8K | <0.1% | |
| Vanguard Energy Index ETF Vanguard 0 | — | — | — | $8K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $6K | <0.1% | |
| Vanguard Dividend Apprec Index ETF Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $2K | <0.1% |
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