How big is AIMS, LLC's plan?

AIMS, LLC's plan reported $558K in assets and 35 participants for 2024.

Original filing (PDF)20250514103659NAL0042165522001

AIMS, LLC

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

Form 5500-SF

FILING_RECEIVED

AIMS, LLC 401(k) Plan

401(k) retirement plan · AIMS, LLC's AIMS, LLC 401(k) Plan held $558K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$558K

Net assets (EOY)

$558K

People on this filing

Robert M. Congdon signed AIMS, LLC's 2024 Form 5500 as plan administrator.

Robert M. Congdon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AIMS, LLC's EIN is 82-1615655.

EIN 82-1615655

Plan number 001

Plan year 2024

ACK ID 20250514103659NAL0042165522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AIMS, 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 AIMS, LLC.

Finding similar companies…

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 (20th percentile).

Helping the score

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

Plan sponsor

Name

AIMS, LLC

EIN

all filings

Address

111 E 3RD ST PO BOX 764 · MISHAWAKA, IN · 46546

Phone

(574) 999-4713

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-05-14

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

Related plans

Similar-size Offices of Physicians plans

David DC Nguyen, MD, Corp.

David DC Nguyen, MD, Corp. 401(k) Profit Sharing Plan

$558K · 3 participants

Westfield Veterinary Group PA

Westfield Veterinary Group PA 401(k) Profit Sharing Plan & Trust

$558K · 66 participants

Eric LI MD & Associates, Inc.

Eric LI MD & Associates, Inc. 401(k) Plan

$558K · 2 participants

Goldman Dermatology PLLC

Goldman Dermatology, PLLC 401(k) PS Plan

$558K · 5 participants

South Arkansas Ear NOSE and Throat Clinic PA

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