Aegeus 401(k) Plan
Sponsored by Aegeus Management Services · EIN 475368326 · Plan #002
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 235
- With balances
- 346
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Participant loan processing, Float revenue | $85,676 |
| Nfp Retirement, Inc. | Investment advisory (plan) | $64,577 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan) | $14,413 |