Plan Snapshot
- Plan Sponsor: Aim Engineering And Surveying, INC.
- Sponsor EIN: 650197775
- Sponsor Address: 2161 FOWLER STREET, SUITE 100, FORT MYERS, FL, 33901
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $13.8M | $270,412 | $814,825 |
| 2023 | 159 | $11.9M | $224,114 | $745,022 |
| 2022 | 139 | $10.2M | $220,406 | $718,692 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $16,401 | — | $16,401 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,717 | — | $9,717 |
| PROGRESSIVE PENSION ADMIN., INC. | Other Service Provider | $8,055 | — | $8,055 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,173
- Estimated Expense Ratio: 0.248% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,674 | — | $32,674 | — | — |
| 2023 | $27,998 | — | $27,998 | — | — |
| 2022 | $31,419 | $31,419 | — | — | — |