How big is Aegis Wealth Management LLC's plan?

Aegis Wealth Management LLC's plan reported $5.2M in assets and 6 participants for 2024.

Original filing (PDF)20250611230236NAL0047144322001

Aegis Wealth Management LLC

Name: Aegis Wealth Management LLC — Aegis Wealth Mgmt, Form 5500 (2024)
Creator: Aegis Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aegis Wealth Mgmt 401(k) Profit Sharing Plan

401(k) retirement plan · Aegis Wealth Management LLC's Aegis Wealth Mgmt 401(k) Profit Sharing Plan held $5.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Viveka RYN signed Aegis Wealth Management LLC's 2024 Form 5500 as plan administrator.

Viveka RYN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aegis Wealth Management LLC's EIN is 20-2235382.

EIN 20-2235382

Plan number 001

Plan year 2024

ACK ID 20250611230236NAL0047144322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aegis Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aegis Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEGIS WEALTH MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score