How big is Aimwell Financial's plan?

Aimwell Financial's plan covered 2 participants for 2024.

Original filing (PDF)20250717140442NAL0000192147001

Aimwell Financial

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

Form 5500-SF

FILING_RECEIVED

Aimwell Financial 401(k) Plan

401(k) retirement plan · Aimwell Financial's Aimwell Financial 401(k) Plan covered 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Marcus Bowie signed Aimwell Financial's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Aimwell Financial's EIN is 99-2092473.

EIN 99-2092473

Plan number 001

Plan year 2024

ACK ID 20250717140442NAL0000192147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aimwell Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIMWELL FINANCIAL.

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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