Original filing (PDF)20250829085307NAL0011024913001

AIM FIDELIS ASSET MANAGEMENT LLC

Name: AIM FIDELIS ASSET MANAGEMENT LLC — AIM FIDELIS 401(K) PLAN, Form 5500 (2024)
Creator: AIM FIDELIS ASSET MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

AIM FIDELIS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIM FIDELIS ASSET MANAGEMENT LLC.

Plan sponsor

Name

AIM FIDELIS ASSET MANAGEMENT LLC

EIN

82-3588555

Address

122 EAST 42ND STREET, SUITE 4105 · NEW YORK, NY · 10168

Phone

(646) 559-7101

Industry

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

2025-08-29

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 Finance & Insurance plans

EQUITY DEVELOPMENT CORPORATION

EDC 401(K) PLAN

$3.0M · 5 participants

WHALEROCK POINT PARTNERS, LLC

WHALEROCK POINT PARTNERS, LLC 401(K) PLAN

$3.0M · 5 participants

ANAT N. YODER

ANAT N YODER 401(K) PLAN

$3.0M · 3 participants

ROUND ROCK MANAGEMENT, LLC

ROUND ROCK MANAGEMENT, LLC CASH BALANCE PLAN

$3.0M · 5 participants

GRETCHEN STANGIER, INC.

GRETCHEN STANGIER, INC. 401(K) PLAN

$3.0M · 3 participants