Aegis Senior Communities, Llc 401(k) Plan
Sponsored by Aegis Senior Communities, Llc · EIN 743062793 · Plan #001
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 2,828
- With balances
- 766
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
| Assuredpartners Investment Advisors, Llc CRD 309550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $66,634 |
| M Holdings Securities, Inc. | Investment advisory (plan), Consulting fees | $26,552 |
| Assuredpartners Investment Advisors | Investment advisory (plan), Consulting fees | $20,967 |