Aim Services, Inc. 403(b) Plan
Sponsored by Aim Services, Inc. · EIN 141609398 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 3,807
- With balances
- 1,275
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Pension Consultants, Inc. | Recordkeeping, Consulting (pension), Participant loan processing | $15,200 |
| Equitable Financial Life Insurance | Trustee (directed), Investment management, Shareholder servicing fees | $330 |