Plan Ledger DOL Form 5500 · updated monthly

Aim Engineering and Surveying, Inc.401(k)

AIM ENGINEERING AND SURVEYING RETIREMENT PLAN · FORT MYERS, FL · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Aim Engineering and Surveying, Inc. reported $32,674 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,701 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,448th-largest of 3,644 plans among Florida employers on file, and 6,887th of 11,654 in professional & technical services. In 2024, employees put in $3.01 for every $1.00 the employer contributed; active participation has grown from 139 to 159 since 2022.

Plan summary
Net assets, end of year$13,770,357
Participants with balances120
Active participants159
Employer contributions$270,412
Employee contributions$814,825
Employer contribution per active participant$1,701
Average account balance$114,753
Benefits paid to participants$951,496
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 120 accts · $270K emplr
2023$11.9M · 112 accts · $224K emplr
2022$10.2M · 113 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,674
Total administrative$32,674
The Aim Engineering and Surveying, Inc. 401(k) match · 2024
Employer contribution per active participant$1,701
Median for plans this size$2,416
2024$1,701 per active participant
2023$1,410 per active participant
2022$1,586 per active participant

Aim Engineering and Surveying, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$9,717
PROGRESSIVE PENSION ADMIN., INC. · Contract administrator$8,055

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$32,674 · 0.25%
2023$27,998 · 0.25%
2022$31,419 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Florida
Arete Advisors, LLC FL$14.2M · 0.06%
Perform (Cb), LLC FL$14.1M · 0.34%
Kass Shuler, P. A. FL$13.7M · 0.43%
Luks and Santaniello, LLC FL$13.7M · 0.59%
Everise, Inc. FL$13.7M · 2.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650197775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.