How big is AIM Smarter, LLC's plan?

AIM Smarter, LLC's plan reported $1.4M in assets and 62 participants for 2023.

Original filing (PDF)20240715141010NAL0000916243001

AIM Smarter, LLC

Name: AIM Smarter, LLC — AIM Smarter, LLC 401(k) Plan, Form 5500 (2023)
Creator: AIM Smarter, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AIM Smarter, LLC 401(k) Plan

401(k) retirement plan · AIM Smarter, LLC's AIM Smarter, LLC 401(k) Plan held $1.4M in plan assets for 62 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Nichole Stella signed AIM Smarter, LLC's 2023 Form 5500 as plan administrator.

Nichole Stella — 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

AIM Smarter, LLC's EIN is 83-3005204.

EIN 83-3005204

Plan number 001

Plan year 2023

ACK ID 20240715141010NAL0000916243001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AIM Smarter, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AIM Smarter, 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 AIM SMARTER, LLC.

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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. 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