Back to filter
Original filing (PDF)20251009052258NAL0010822576001
AEGIS PROTECTIVE SERVICE
Form 5500
FILING_RECEIVED
AEGIS PROTECTIVE SERVICE 401(K) PLAN
401(k) retirement plan
Signals · 2
45% in single holding~626 bps in Sched C fees
Active participants
31
Accounts w/ balance
50
Plan assets (EOY)
$73K
Net assets (EOY)
$73K
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T.ROWE PRICE RETIREMENT 2025-R" is 45% of plan.
- 626 bps in Schedule C fees — 296% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AEGIS PROTECTIVE SERVICE.
Plan sponsor
Name
AEGIS PROTECTIVE SERVICE
EIN
30-0377049
Address
5744 BERKSHIRE VALLEY RD · OAK RIDGE, NJ · 07438
Phone
(973) 782-6876
Industry
Admin Support & Waste Mgmtsee all
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
5 direct securities · 1 pooled fund· $72K(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$39K
4 holdings
Uncategorized
$32K
1 holding
Common Collective Trust
$1
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2025-R | — | — | — | $32K | 44.1% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $25K | 34.7% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $9K | 11.8% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $3K | 4.5% | |
| T.ROWE PRICE RETIREMENT 2035-R 257 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $2K | 3.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1 | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Admin Support & Waste Mgmt plans
STEWART INVESTMENTS, INC.
SECURITY 101 - SEATTLE 401(K) PLAN
$73K · 5 participants
FORTIFIED SECURITY SOLUTIONS LLC
FORTIFIED SECURITY SOLUTIONS 401(K) PLAN
$73K · 10 participants
ADL MONITORING SOLUTIONS, LLC
ADL MONITORING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN
$73K · 7 participants
CVM SECURITY LLC
CVM SECURITY 401(K) PLAN
$74K · 2 participants
THOMAS F. DELANEY INC.
THOMAS F. DELANEY INC. 401(K) PLAN
$74K · 8 participants
PRECISION SECURITY AND PROTECTIV
PRECISION SECURITY AND PROTECTIVE SERVICES INC
$72K · 44 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants