How big is AIM Wealth Advisory Group's plan?

AIM Wealth Advisory Group's plan reported $857K in assets and 16 participants for 2024.

Original filing (PDF)20250708113036NAL0002216067001

AIM Wealth Advisory Group

Name: AIM Wealth Advisory Group — AIM WAG 401(k) Plan, Form 5500 (2024)
Creator: AIM Wealth Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AIM WAG 401(k) Plan

401(k) retirement plan · AIM Wealth Advisory Group's AIM WAG 401(k) Plan held $857K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$857K

Net assets (EOY)

$857K

People on this filing

Daniel Ruediger signed AIM Wealth Advisory Group's 2024 Form 5500 as plan administrator.

Daniel Ruediger — 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 Wealth Advisory Group's EIN is 93-1266233.

EIN 93-1266233

Plan number 001

Plan year 2024

ACK ID 20250708113036NAL0002216067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AIM Wealth Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AIM Wealth Advisory Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIM WEALTH ADVISORY GROUP.

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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

Helping the score