Plan Snapshot
- Plan Sponsor: Aim Services, INC.
- Sponsor EIN: 141609398
- Sponsor Address: 4227 ROUTE 50, SARATOGA SPRINGS, NY, 12866
- Plan Type: 403(b)
- Total Participants: 3,807
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,807 | $12.3M | $1.4M | $523,912 |
| 2023 | 3,191 | $9.8M | $811,896 | $437,537 |
| 2022 | 2,661 | $7.8M | $715,326 | $396,197 |
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 |
|---|---|---|---|---|
| CREATIVE PENSION CONSULTANTS, INC. | Recordkeeper | $15,200 | $1,790 | $16,990 |
| EQUITABLE FINANCIAL LIFE INSURANCE | Recordkeeper | $330 | $5,723 | $6,053 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE FINANCIAL LIFE INSURANCE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,043
- Estimated Expense Ratio: 0.187% 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 | $23,981 | — | $23,981 | — | — |
| 2023 | $21,318 | — | $21,318 | — | — |
| 2022 | $12,586 | — | $12,586 | — | — |