How big is Aegis Project Controls Corp.'s plan?

Aegis Project Controls Corp.'s plan reported $11.5M in assets and 151 participants for 2024.

Original filing (PDF)20251009144341NAL0016381874001

Aegis Project Controls Corp.

Name: Aegis Project Controls Corp. — Aegis Project, Form 5500 (2024)
Creator: Aegis Project Controls Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Aegis Project Controls 401(k)

401(k) retirement plan · Aegis Project Controls Corp.'s Aegis Project Controls 401(k) held $11.5M in plan assets for 151 participants in 2024, with Principal as recordkeeper.

Active participants

151

Accounts w/ balance

156

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

Kyle Macdonald signed Aegis Project Controls Corp.'s 2024 Form 5500 as plan administrator.

Kyle Macdonald — 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 Project Controls Corp.'s EIN is 20-5001239.

EIN 20-5001239

Plan number 001

Plan year 2024

ACK ID 20251009144341NAL0016381874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aegis Project Controls Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aegis Project Controls Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AEGIS PROJECT CONTROLS CORP.

EIN

all filings

Address

1010 WAYNE AVE #770 · SILVER SPRING, MD · 209105634

Phone

(240) 880-4433

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$53K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Investments

25 direct securities· $11.3M(99% of reported assets)

Other securities

$5.0M

17 holdings

Common Collective Trusts

$2.6M

4 holdings

Stable Value

$1.3M

1 holding

Common Stocks

$1.1M

1 holding

Mutual Funds

$677K

1 holding

U.S. Treasuries

$676K

1 holding

					% of plan
Guaranteed Option Guaranteed Investment Contract	Stable Value	—	—	$1.3M	11.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	9.5%
T. Rowe Price Blue Chip Group Fund Mutual Fund	Common Stocks	—	—	$1.1M	9.2%
American Century Equity Income Fund Mutual Fund	Other securities	—	—	$934K	8.1%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$733K	6.4%
PIMCO Income Institutional Fund Mutual Fund	Mutual Funds	—	—	$677K	5.9%
PGIM Total Retirement Bond R6 Fund Mutual Fund	U.S. Treasuries	—	—	$676K	5.9%
Goldman Sachs Small Cap Value Insights Fund Mutual Fund	Other securities	—	—	$666K	5.8%
New Perspective Fund Mutual Fund	Other securities	—	—	$601K	5.2%
BNY Mellon Small/Mid Cap Growth I Fund Mutual Fund	Other securities	—	—	$537K	4.7%
Principal Short-Term Income Fund Mutual Fund	Other securities	—	—	$465K	4.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$396K	3.4%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$387K	3.4%
AQR Large Cap Defensive Style Fund Mutual Fund	Other securities	—	—	$346K	3.0%
State Street Global Advisor Target 2045 K Fund Mutual Fund	Other securities	—	—	$322K	2.8%
State Street Global Advisor Target 2060 K Fund Mutual Fund	Other securities	—	—	$260K	2.3%
State Street Global Advisor Target 2055 K Fund Mutual Fund	Other securities	—	—	$168K	1.5%
GQG Partners Emerging Markets Equity Fund Mutual Fund	Other securities	—	—	$129K	1.1%
State Street Global Advisor Target 2050 K Fund Mutual Fund	Other securities	—	—	$123K	1.1%
State Street Global Advisor Target 2065 K Fund Mutual Fund	Other securities	—	—	$117K	1.0%
State Street Global Advisor Target 2040 K Fund Mutual Fund	Other securities	—	—	$109K	1.0%
(E)	Other securities	—	—	$72K	0.6%
Principal Real Estate Securities Fund Mutual Fund	Other securities	—	—	$72K	0.6%
State Street Global Advisor Target 2030 K Fund Mutual Fund	Other securities	—	—	$18K	0.2%
State Street Global Advisor Target 2035 K Fund Mutual Fund	Other securities	—	—	$16K	0.1%