Sponsor portfolio
AIM WEALTH ADVISORY GROUP
EIN 93-1266233financial servicesLatest filing 2024
Plans
1
Retirement
1
$857K assets
Welfare
0
Participants
17
5550 S MACADAM AVE., STE. 102 - PORTLAND, OR 97239503-595-9020aimwag.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AIM WAG 401(K) PLAN | 401k | $857K | 17 | 2024 |
Retirement plans