Plan Ledger DOL Form 5500 · updated monthly

American Internet Mortgage, Inc401(k)

AIM 401(K) SMART PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

American Internet Mortgage, Inc reported $11,169 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,453 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 fell from 0.17% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (5,683rd of 9,483), and 4,062nd of 4,798 in finance & insurance. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,219,744
Participants with balances91
Active participants41
Employer contributions$141,581
Employee contributions$274,650
Employer contribution per active participant$3,453
Average account balance$101,316
Benefits paid to participants$422,629
Plan auditUnmodified (clean) audit opinion
AuditorCONSIDINE & CONSIDINE
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 91 accts · $142K emplr
2023$8.1M · 102 accts · $150K emplr
2022$6.7M · 111 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,169
Total administrative$11,169
The American Internet Mortgage, Inc 401(k) match · 2024
Employer contribution per active participant$3,453
Median for plans this size$1,313
2024$3,453 per active participant
2023$3,197 per active participant
2022$5,729 per active participant

American Internet Mortgage, Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$11,350

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$11,169 · 0.13%
2023$12,208 · 0.17%
2022$12,505 · 0.17%
Similar plansFinance & Insurance · California
Renew Financial Group LLC CA$9.4M · 0.16%
Kind Lending, LLC CA$9.4M · 0.99%
B.S.D. Capital, Inc. CA$9.3M · 0.98%
Mulligan Funding, LLC CA$9.1M · 0.69%
Sunbit CA$8.8M · 0.25%
Cbc Federal Credit Union CA$8.6M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522091594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.