American Internet Mortgage 401(k) match, vesting and fees

Plan year 2025 filingAim 401(k) Smart Plan · Plan 001 · EIN 52-2091594Updated Oct 2026

What American Internet Mortgage's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $169K in employer contributions, about $1,989 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$117,111
Average account balance
88
Participants (end of year)
$10M
Plan assets (end of year)
0.12%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperThe Vanguard Group, Inc.2024 Schedule C ↗
Plan type and status401(k) · ActiveForm 5500 ↗

The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.

Plan history

Plan assets went from $7.8M at the end of plan year 2021 to $10M at the end of plan year 2025.

$7.8M2021$6.7M2022$8.1M2023$9.2M2024$10M2025
End-of-year figures from each plan year's Form 5500 filing for the American Internet Mortgage plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
202588$10M$169K$1,9890.12%Not published5500-SF ↗
202498$9.2M$142K$1,5560.13%Not publishedForm 5500 ↗
2023112$8.1M$150K$1,4730.17%Not publishedForm 5500 ↗
2022113$6.7M$235K$2,1160.17%Not publishedForm 5500 ↗
2021181$7.8M$421K$2,9020.38%Not publishedForm 5500 ↗

Common questions

Does American Internet Mortgage match 401(k) contributions?

The match terms for the Aim 401(k) Smart Plan have not been published from its filing yet. The plan year 2025 filing reports $169K in employer contributions, about $1,989 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the American Internet Mortgage 401(k) match vested?

The vesting schedule for the Aim 401(k) Smart Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the American Internet Mortgage 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is American Internet Mortgage.

I left American Internet Mortgage. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (American Internet Mortgage, (619) 814-8211) or the recordkeeper, The Vanguard Group, Inc.. The American Internet Mortgage old 401(k) page lists the contacts from every plan filing. Find an old American Internet Mortgage 401(k)

Data from the public Form 5500 annual reports American Internet Mortgage filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with American Internet Mortgage. Not financial advice. Report a correction · Methodology