Plan Snapshot
- Plan Sponsor: Pipeline Video Inspection, LLC Dba Aims Companies
- Sponsor EIN: 134313472
- Sponsor Address: 9304 E VERDE GROVE VIEW #100, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $4.6M
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 | 389 | $4.6M | $261,696 | $693,182 |
| 2023 | 376 | $3.6M | $244,064 | $646,968 |
| 2022 | 364 | $2.6M | $189,154 | $562,696 |
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 PLANNING LLC | INVESTMENT ADVISOR | $25,601 | — | $25,601 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $16,183 | — | $16,183 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,742 | — | $5,742 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,526
- Estimated Expense Ratio: 1.022% 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 | $47,526 | $31,343 | — | — | — |
| 2023 | $32,430 | $19,268 | — | — | — |
| 2022 | $25,379 | $16,629 | $8,750 | — | — |