AEGIS INSURANCE SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the AEGIS INSURANCE SERVICES, INC. 401(k) plan — and how to find and check your own account.
The AEGIS INSURANCE SERVICES, INC. 401(k) on its latest Form 5500
AEGIS INSURANCE SERVICES, INC. (EIN 22-2466904) reports AEGIS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $207.8M in plan assets across 306 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AEGIS INSURANCE SERVICES, INC. filing — schedules, fees, and providers.
Who runs the AEGIS INSURANCE SERVICES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AEGIS INSURANCE SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONRAD SIEGEL, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS, CHARLES SCHWAB.
How to check your AEGIS INSURANCE SERVICES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask AEGIS INSURANCE SERVICES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).