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Sponsor portfolio

AIMM, LLC

EIN 26-1444060-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
12
57 BEDFORD STREET, SUITE 204 - LEXINGTON, MA 02420781-861-1232
Plans on this EIN
2 filings
#001401k-$9.4M - 6 part#002CashBalance-$930K - 6 part

Retirement portfolio analytics

2 plans aggregated / $10.3M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • AIMM, LLC 401(K) (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AIMM, LLC 401(K) (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AIMM, LLC 401(K) PLAN

401k

Assets$9.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AIMM, LLC CASH BALANCE PLAN

CashBalance

Assets$930K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AIMM, LLC 401(K) PLAN401k$9.4M62025
002AIMM, LLC CASH BALANCE PLANCashBalance$930K62025
Retirement plans
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