Aegis Management 401(k) Plan
Sponsored by Aegis Management, Llc · EIN 863812426 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 430
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $27,275 |
| Ep Wealth Advisors | Investment management, Direct payment from the plan | $20,280 |