Plan Ledger DOL Form 5500 · updated monthly

Aim Services, Inc.403(b)

AIM SERVICES, INC. 403(B) PLAN · SARATOGA SPRINGS, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Aim Services, Inc. reported $23,981 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $364 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 2 years on file its reported administrative ratio rose from 0.16% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,277th of 5,648), and the 5,073rd of 11,911 in health care & social assistance. In 2024, the employer put in $2.65 for every $1.00 employees contributed themselves; active participation has grown from 2,661 to 3,807 since 2022.

Plan summary
Net assets, end of year$12,308,608
Participants with balances1,275
Active participants3,807
Employer contributions$1,385,820
Employee contributions$523,912
Employer contribution per active participant$364
Average account balance$9,654
Benefits paid to participants$786,496
Plan auditUnmodified (clean) audit opinion
AuditorBST & CO. CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 1,275 accts · $1.4M emplr
2023$9.8M · 921 accts · $812K emplr
2022$7.8M · 782 accts · $715K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,981
Total administrative$23,981
Employer contributions to the Aim Services, Inc. plan · 2024
Employer contribution per active participant$364
Median for plans this size$2,416
2024$364 per active participant
2023$254 per active participant
2022$269 per active participant

Aim Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
CREATIVE PENSION CONSULTANTS, INC. · Recordkeeping · Pension consulting$15,200
EQUITABLE FINANCIAL LIFE INSURANCE · Trustee (directed) · Investment management$330

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

Recordkeeper by year2
2024CREATIVE PENSION CONSULTANTS, INC.
2023CREATIVE PENSION CONSULTANTS, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,981 · 0.22%
2023$21,318 · 0.24%
2022$12,586 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · New York
Nadap, Inc. NY$12.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141609398 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.