How big is Aegeri Capital LLC's plan?

Aegeri Capital LLC's plan reported $969K in assets and 6 participants for 2024.

Original filing (PDF)20250610180739NAL0015355057001

Aegeri Capital LLC

Name: Aegeri Capital LLC — Form 5500 (2024)
Creator: Aegeri Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aegeri Capital LLC

401(k) retirement plan · Aegeri Capital LLC held $969K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

People on this filing

Nick Rice signed Aegeri Capital LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Aegeri Capital LLC's EIN is 36-5063616.

EIN 36-5063616

Plan number 001

Plan year 2024

ACK ID 20250610180739NAL0015355057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aegeri Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEGERI CAPITAL 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