Original filing (PDF)20241015134408NAL0057902978001

AARONM 2020, INC.

Name: AARONM 2020, INC. — AARONM 2020, INC. & RNM 2020, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: AARONM 2020, INC.

Form 5500-SF

FILING_RECEIVED

AARONM 2020, INC. & RNM 2020, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AARONM 2020, INC..

Plan sponsor

Name

AARONM 2020, INC.

EIN

84-5065630

Address

12740 POWAY ROAD · POWAY, CA · 92064

Phone

(858) 956-2401

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

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TRD GROUP, INC.

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BELL-WASIK, INC.

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$457K · 32 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 12% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.